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BJ

Brenda C. Jemmott

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CRD#: 6880571
BJ

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Brenda Colburn Jemmott, who also goes by Brenda J. Colburn, was a registered financial professional .

Brenda is a previously registered financial professional and started their career in finance in 2019. Brenda had worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Brenda J. Colburn

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
I work at least 160 hours a month for RINA Accountancy. I spend significant hours managing the office. I spend time with personnel issues, firm management issues, training, education and other. I am involved in the real estate niche, the international tax niche, the finance committee and tax department. When not managing the office and working on firm issues, I work in the tax area. I advise clients, perform tax research and perform high level tax review, compliance and tax consultation. I work in the area of international tax and real estate.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

February 27, 2019 - December 21, 2022

RINA WEALTH MANAGEMENT SERVICES LLC

RIA
CRD#: 288688
Oakland, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 2/27/2019
Uniform Investment Adviser Law Examination

Current Firm


RW
RINA WEALTH MANAGEMENT SERVICES LLC
RINA WEALTH MANAGEMENT SERVICES LLC | RISE FINANCIAL

CRD#: 288688 / SEC#: 801-121226

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Contact information


Main Address
201 North Civic Dr. Suite 220, Walnut Creek, CA 94596
Mailing Address
Phone number
(925) 210-2180
Established
Firm type
Fiscal year end
# of Employees
3

Documents


Latest Form ADV

Part 2 Brochures

PART 2A (6/2/2022)

Regulatory assets under management


Total Number of Accounts452
AUM (Assets Under Management)$ 205,921,704

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


RINA WEALTH MANAGEMENT SERVICES LLC

CRD#: 288688

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