Chadwick P Suntay

Current Employers

Employment History

• 06/2007 → Present
  Chadwick Suntay - Acn
  Milpitas, CA
• 01/2009 → 06/2024
  Securities America, Inc.
  Milpitas, CA
• 01/2009 → 06/2024
  Securities America Advisors, Inc.
  Milpitas, NE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Milpitas, CA

Previous Registrations

• 2009-01-23 → 2024-06-14
  Securities America Advisors, Inc.
  Milpitas, CA
  Milpitas, CA
• 2007-08-28 → 2009-01-23
  Brecek & Young Advisors, Inc.
  Milpitas, CA
  Folsom, CA
  San Jose, CA

Other Businesses

1. PROJECT MANAGER POSITION: Project Manager and Business Analyst NATURE: Serving as a Project Manager and Business analyst for a City and County of San Francisco Public Works IT department. INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 48 START DATE: 04/01/2019 ADDRESS: 49 South Van Ness Ave, San Francisco CA 94102 DESCRIPTION: Manage and Complete IT Infrastructure and Operation projects. 2. THE SUNPAT TRUST POSITION: Trustee NATURE: Revocable Trust INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/17/2023 ADDRESS: 124 Banano Lane, Morgan Hill CA 95037, United States DESCRIPTION: Trustee of Revocable Family trust 3. BEACONPATH WEALTH MANAGEMENT POSITION: Owner NATURE: insurance agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 07/10/2001 ADDRESS: 1313 N. Milpitas Blvd, Suite 173, Milpitas CA 95037, United States DESCRIPTION: Insurance sales and service for various carriers.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-08-21
• S63 Uniform Securities Agent State Law Examination
  2001-04-13

Designations

Other Names

• Chadwick P Suntay
• Chad Suntay