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Domenica Marie Stokes

Jpc Wealth Management, Inc.

Petaluma, CA

CRD 7855535

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Employer firm

Jpc Wealth Management, Inc. CRD 120267

$313M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Jpc Wealth Management, Inc.

19 Keller Street, Petaluma, CA 94952 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-01-10
  • CA RA
    APPROVED
    Since 2024-01-10

Branch Locations

19 Keller Street, Petaluma, CA 94952 • 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
Curran & Lewis Investment Management, Inc. Petaluma CA 10/2021 Present
Bryan Cave Leighton Paisner Llp San Francisco CA 06/2016 09/2021
  • 10/2021 → Present
    Curran & Lewis Investment Management, Inc.
    Petaluma, CA
  • 06/2016 → 09/2021
    Bryan Cave Leighton Paisner Llp
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-11
  • S65 Uniform Investment Adviser Law Examination
    2023-12-11
Other Names
  • Domenica Marie Curran

View on SEC IAPD

Nearby Firms

KRUSE FINANCIAL STRATEGY
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.

Nearby Investors

AUTUMN RAIN KRUSE
Michael Paul Lightner
KENDRA STUBER COCHRAN

Nearby Offices

KRUSE FINANCIAL STRATEGY · PETALUMA, CA
EDWARD JONES · PETALUMA, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Petaluma, CA

More in Petaluma, CA

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