Best Investors Account Sign in
Inactive

Timothy Akira Sagawa

Gradient Capital Advisors, LLC

San Diego, CA

Claim This Profile
Current Employers
Gradient Capital Advisors, Llc

2125 Poinsettia Drive, San Diego, CA 92107 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2015-02-24
CA RA APPROVED 2014-01-22
  • TX RA
    APPROVED
    Since 2015-02-24
  • CA RA
    APPROVED
    Since 2014-01-22

Branch Locations

2125 Poinsettia Drive, San Diego, CA 92107 • 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
Gradient Capital Advisors, Llc San Diego CA 01/2014 07/2025
Gradient Capital Advisors, Llc San Diego CA 07/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-06-07
  • S66 Uniform Combined State Law Examination
    2003-06-07
Designations
Other Names
  • Tim Sagawa

View on SEC IAPD

Other Firms

CETERA INVESTMENT ADVISERS LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RBC CAPITAL MARKETS, LLC
CETERA INVESTMENT MANAGEMENT LLC
ONE CAPITAL MANAGEMENT, LLC
TRIVANT CUSTOM PORTFOLIO GROUP LLC
SILVIA MCCOLL WEALTH MANAGEMENT, LLC
RICE HALL JAMES & ASSOCIATES LLC

Other Investors

Summer Rae Pretzer
Jeffrey Raymond Dockan
Arben Qirjazi
James Grandinetti
RYAN MAUL
JAMES T FARLEY
ASHLEY LYNN TESTER
Megan Polizzi

Other Offices

CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
RBC CAPITAL MARKETS, LLC · SAN DIEGO, CA
CETERA INVESTMENT MANAGEMENT LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA

More in San Diego, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor