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Derek Michael Hobbs

Evart, Young & Hobbs Investment Management

Redwood City, CA

CRD 1619759

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Employer firm

Evart, Young & Hobbs Investment Management CRD 110263

$270M regulatory AUM 5 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Evart, Young & Hobbs Investment Management

3 Lagoon Drive Suite 155, Redwood City, CA 94065 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-05-12
CA RA APPROVED 2014-11-13
  • TX RA
    APPROVED
    Since 2022-05-12
  • CA RA
    APPROVED
    Since 2014-11-13

Branch Locations

3 Lagoon Drive Suite 155, Redwood City, CA 94065 • 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
Evart, Young & Hobbs Investment Management San Mateo CA 10/1998 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-11-13
  • S65 Uniform Investment Adviser Law Examination
    2014-11-13

View on SEC IAPD

Nearby Firms

STRATOS WEALTH PARTNERS, LTD
ALLSTATE FINANCIAL ADVISORS, LLC
OSAIC WEALTH, INC.

Nearby Investors

JOSEPH CAPPELLO SANTOMIERI
JON NICHOLAS PETTINELLI
RICHARD MANUEL RODRIGUEZ

Nearby Offices

STRATOS WEALTH PARTNERS, LTD · Redwood City, CA
STRATOS WEALTH PARTNERS, LTD · Redwood City, CA
ALLSTATE FINANCIAL ADVISORS, LLC · Redwood City, CA

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