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Inactive

Kristen F. Worth

Flywheel Private Wealth LLC

Los Altos, CA

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Current Employers
Flywheel Private Wealth Llc

4 Main Street Suite 240, Los Altos, CA 94022 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-06-12
  • CA RA
    APPROVED
    Since 2023-06-12

Branch Locations

4 Main Street Suite 240, Los Altos, CA 94022 • 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
Wells Fargo Advisors Roseville CA 01/2013 11/2016
Wells Fargo Clearing Services, Llc Roseville CA 11/2016 06/2023
Flywheel Private Wealth Llc Los Altos CA 06/2023 Present
Previous Registrations
  • 2013-01-22 → 2023-07-05
    Wells Fargo Clearing Services, Llc
    Roseville, CA
    Lincoln Hills, CA
    Roseville, CA
  • 2007-06-05 → 2011-02-02
    Barclay West Financial Advisors
    Roseville, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-02-20
S65 Uniform Investment Adviser Law Examination 2007-05-14
S63 Uniform Securities Agent State Law Examination 2003-08-01
  • S66 Uniform Combined State Law Examination
    2014-02-20
  • S65 Uniform Investment Adviser Law Examination
    2007-05-14
  • S63 Uniform Securities Agent State Law Examination
    2003-08-01
Other Names
  • Kristen Noelle Faber
  • Kristen Faber

View on SEC IAPD

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Other Offices

EDWARD JONES · LOS ALTOS, CA
GATES PASS ADVISORS, LLC · LOS ALTOS, CA
TSINGYUAN VENTURES LLC · LOS ALTOS, CA
VIDI LLC · LOS ALTOS, CA
LPL FINANCIAL LLC · LOS ALTOS, CA
THREE BRIDGE WEALTH ADVISORS · LOS ALTOS, CA
CHARLES SCHWAB & CO., INC. · Los Altos, CA
FRANK ELMER INVESTMENT STRATEGIES LLC · LOS ALTOS, CA

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