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Walnut Creek, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-05-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gemmer Asset Management Llc | Walnut Creek | CA | 02/1997 | 12/2021 |
| Sagepoint Financial, Inc. | Walnut Creek | CA | 01/2022 | 09/2023 |
| Longevity Wealth Management | Walnut Creek | CA | 03/2022 | Present |
| Osaic Wealth, Inc. | Walnut Creek | CA | 09/2023 | 01/2024 |
| Usa Financial Securities | Ada | MI | 01/2024 | Present |
1.) Longevity Wealth Management - 925 Ygnacio Valley Road, Suite 201 Walnut Creek, CA 94596. RIA with financial planning services. Owner. Start date 05/22/2022. Provide investment advice and financial planning to clients. Investment related. 160 hours per month devoted to business. 6 hours per month devoted during securities trading hours. 2.) www.wealth.com - Start date 01/27/2026. Providing customers access to estate planning software for a fee. No affiliation with website. Uses online platform to help clients with estate planning needs. Not investment related. 5 hours per month devoted to business. 5 hours per month devoted during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-03-19 |
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