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Jennifer Katherine Ramaswamy

Sonoma Mountain Financial LLC

Petaluma, CA

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Current Employers
Sonoma Mountain Financial Llc

Petaluma, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-21
  • CA RA
    APPROVED
    Since 2025-01-21

Branch Locations

Petaluma, CA • 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
Lpl Financial Llc Petaluma CA 06/2023 01/2025
Homemaker Petaluma CA 09/2021 05/2023
Lyft San Francisco CA 08/2017 09/2021
Within Unlimited Culver City CA 05/2015 08/2017
Sonoma Mountain Financial Llc Petaluma CA 01/2025 Present
  • 06/2023 → 01/2025
    Lpl Financial Llc
    Petaluma, CA
  • 09/2021 → 05/2023
    Homemaker
    Petaluma, CA
  • 08/2017 → 09/2021
    Lyft
    San Francisco, CA
  • 05/2015 → 08/2017
    Within Unlimited
    Culver City, CA
  • 01/2025 → Present
    Sonoma Mountain Financial Llc
    Petaluma, CA
Previous Registrations
  • 2023-09-22 → 2025-02-10
    Lpl Financial Llc
    Petaluma, CA
    San Diego, CA
    Petaluma, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-21
  • S66 Uniform Combined State Law Examination
    2023-09-21
Other Names
  • Jennifer Katherine Bresnahan
  • Jenny Katherine Bresnahan
  • Jenny Katherine Ramaswamy

View on SEC IAPD

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