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240 Third Street Suite 110, Los Altos, CA 94022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
240 Third Street Suite 110, Los Altos, CA 94022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Three Bridge Wealth Advisors, Llc | Los Altos | CA | 08/2009 | Present |
| Sanctuary Securities, Llc | San Francisco | CA | 11/2011 | 03/2017 |
| Purshe Kaplan Sterling Investments, Inc | Albany | NY | 05/2017 | Present |
1.THREE BRIDGE WEALTH ADVISORS. INVESTMENT RELATED. AT REGISTERED LOCATION. AN INVESTMENT ADVISOR, 8/14/2009; MANAGING DIRECTOR; 275 HOURS/MONTH, 5 PER DAY DURING TRADING. FINANCIAL ADVISOR/BUSINESS OPERATIONS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 2003-05-20 |
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