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Gitanjali Kumar

Worthique

Pleasanton, CA

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Current Employers
Worthique

Pleasanton, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-10-28
  • CA RA
    APPROVED
    Since 2024-10-28

Branch Locations

Pleasanton, CA • 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
Worthique Llc San Francisco CA 09/2024 Present
N/A San Francisco CA 12/2023 09/2024
Assetmark Concord CA 10/2022 12/2023
N/A San Francisco CA 01/2022 10/2022
Us Bank San Francisco CA 05/2017 01/2022
Advisor Software (Acquired By Refinitiv) Walnut Creek CA 03/2016 05/2017
  • 09/2024 → Present
    Worthique Llc
    San Francisco, CA
  • 12/2023 → 09/2024
    N/A
    San Francisco, CA
  • 10/2022 → 12/2023
    Assetmark
    Concord, CA
  • 01/2022 → 10/2022
    N/A
    San Francisco, CA
  • 05/2017 → 01/2022
    Us Bank
    San Francisco, CA
  • 03/2016 → 05/2017
    Advisor Software (Acquired By Refinitiv)
    Walnut Creek, CA
Designations
Other Names
  • Gita Kumar
  • Gitanjali Kumar

View on SEC IAPD

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