Company Name:
BETA WEALTH GROUP, INC
Address:
11421 W. BERNARDO COURT, SAN DIEGO CA 92127
CRD Number:
165224
SEC Number:
801-77060
Financial Regulator:
SEC/ FINRA
Website:
https://twitter.com/wealthbeta
Registration started
Ended
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
CDR: 4003056
JODI VLECK
JODI ANN TRABBIC
started on 2012-09-07
CDR: 2384040
JAMES BRIAN OLMORE
started on 2014-03-17
CDR: 2384040
JAMES BRIAN OLMORE
ended on 2014-08-11
CDR: 6456217
BULGAN BATMAGNAI
started on 2015-12-23
CDR: 4850011
DAVID LUNDQUIST
started on 2016-05-03
CDR: 4850011
DAVID LUNDQUIST
ended on 2016-07-06
CDR: 6456217
BULGAN BATMAGNAI
ended on 2016-02-29
CDR: 6330565
GABRIEL ADAMS
started on 2017-06-30
CDR: 862734
ALFRED MORET
ALFRED THEOPHILE MORET III ALFRED THEOPHILE MORET ALFRED T MORET III III
started on 2018-07-02
CDR: 1381326
GARY GRINBERG
started on 2018-07-31
CDR: 2534514
ROMY BROWN
ROMY MOORHEAD ROMY MICHELE MOREHEAD
started on 2018-05-02
CDR: 6330565
GABRIEL ADAMS
ended on 2018-11-02
CDR: 4029613
Brian Koch
BRIAN R KOCH Brian Koch
started on 2020-03-03
CDR: 862734
ALFRED MORET
ALFRED THEOPHILE MORET III ALFRED THEOPHILE MORET ALFRED T MORET III III
ended on 2020-07-08
CDR: 4029613
Brian Koch
BRIAN R KOCH Brian Koch
ended on 2020-04-28
CDR: 2529668
DAVID LEFFEL
DAVID J LEFFEL
started on 2021-03-11



Copyright 2022 EmployProof.org All rights reserved.
Court Diary