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Samantha Mockford

Citrine Capital

Sacramento, CA

San Francisco, CA

CRD 7715345

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Employer firm

Citrine Capital CRD 171735

$347M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • TAX RETURN PREPARATION SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Citrine Capital

535 Mission St 14Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-04-12
  • CA RA
    APPROVED
    Since 2023-04-12

Branch Locations

Sacramento, CA • United States

535 Mission St 14Th Floor, San Francisco, CA 94105 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Citrine Capital Sacramento CA 01/2023 Present
Symphony Financial Planning Davis CA 09/2021 01/2023
Cru Davis CA 04/2007 09/2021
  • 01/2023 → Present
    Citrine Capital
    Sacramento, CA
  • 09/2021 → 01/2023
    Symphony Financial Planning
    Davis, CA
  • 04/2007 → 09/2021
    Cru
    Davis, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-12
  • S65 Uniform Investment Adviser Law Examination
    2023-04-12
Designations
  • Certified Financial Planner

View on SEC IAPD

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