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Current Employers
Enspire Wealth Management, Llc

90 South E Street Suite 300, Santa Rosa, CA 95404 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-10-03
TX RA APPROVED 2023-10-03
  • CA RA
    APPROVED
    Since 2023-10-03
  • TX RA
    APPROVED
    Since 2023-10-03

Branch Locations

600 California St. # 13-045, San Francisco, CA 94108 • United States

90 South E Street Suite 300, Santa Rosa, CA 95404 • 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
Meritas Wealth Management Larkspur CA 07/2020 09/2023
Enspire Wealth Management Santa Rosa CA 07/2023 Present
Fidelity Investments Westlake TX 02/2020 06/2020
Student Lubbbock TX 09/2011 12/2019
  • 07/2020 → 09/2023
    Meritas Wealth Management
    Larkspur, CA
  • 07/2023 → Present
    Enspire Wealth Management
    Santa Rosa, CA
  • 02/2020 → 06/2020
    Fidelity Investments
    Westlake, TX
  • 09/2011 → 12/2019
    Student
    Lubbbock, TX
Designations

View on SEC IAPD

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