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Todd Warren Wilson

Portola Creek Capital

Menlo Park, CA

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Current Employers
Portola Creek Capital

80 Willow Road, Menlo Park, CA 94025 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-10-02
  • CA RA
    APPROVED
    Since 2025-10-02

Branch Locations

80 Willow Road, Menlo Park, CA 94025 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Grow Capital Management San Francisco CA 08/2016 04/2017
Portola Creek Capital Menlo Park CA 03/2017 Present
  • 08/2016 → 04/2017
    Grow Capital Management
    San Francisco, CA
  • 03/2017 → Present
    Portola Creek Capital
    Menlo Park, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-09-12
S63 Uniform Securities Agent State Law Examination 1999-01-29
  • S65 Uniform Investment Adviser Law Examination
    2016-09-12
  • S63 Uniform Securities Agent State Law Examination
    1999-01-29

View on SEC IAPD

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