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222 East Canon Perdido Street, Suite 305, Santa Barbara, CA 93101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-08-30 |
Branch Locations
222 East Canon Perdido Street, Suite 305, Santa Barbara, CA 93101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Santa Barbara | CA | 01/2003 | 08/2019 |
| Bourke Wealth Management, Inc. | Santa Barbara | CA | 08/2019 | Present |
(1) 09/10/2012: No Business Name - Author - Not Investment Related - At Reported Business Location(s) - 3% Time Spent - I'm writing and selling compliance approved books that will be used to promote my wealth management practice and vice versa.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-02 |
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