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Zheng Wan

Sierra Pacific Private Wealth, LLC

Pleasanton, CA

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Current Employers
Sierra Pacific Private Wealth, Llc

7077 Koll Center Parkway Suite 120, Pleasanton, CA 94566 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

7077 Koll Center Parkway Suite 120, Pleasanton, CA 94566 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sierra Pacific Financial Advisors, Llc Pleasanton CA 01/2005 Present
  • 01/2005 → Present
    Sierra Pacific Financial Advisors, Llc
    Pleasanton, CA
Previous Registrations
  • 2002-05-14 → 2004-01-28
    Freed Advisors
    Washington, DC
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2004-06-01
S65 Uniform Investment Adviser Law Examination 2002-01-28
  • S63 Uniform Securities Agent State Law Examination
    2004-06-01
  • S65 Uniform Investment Adviser Law Examination
    2002-01-28
Designations
Other Names
  • Janet Z Wan

View on SEC IAPD

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