Josephti Sotto Cruz

Current Employers

Employment History

• 09/2012 → 11/2020
  Tiaa-Cref Individual & Institutional Services, Llc
  Los Angeles, CA
• 09/2012 → 11/2020
  Tiaa
  Los Angeles, CA
• 11/2020 → 03/2021
  Northwest Asset Management
  Mercer Island, WA
• 01/2021 → Present
  The Wealthgarden F.S. Llc
  El Segundo, CA
• 08/2024 → Present
  Financial Ever After Llc Dba Cover Your Assets
  El Segundo, CA

Previous Registrations

• 2020-11-03 → 2021-06-30
  Northwest Asset Management
  Playa Vista, CA
  Mercer Island, WA
• 2012-10-10 → 2020-11-13
  Tiaa-Cref Individual & Institutional Services, Llc
  New York, NY
  New York, NY
  Sherman Oaks, CA
• 2012-10-01 → 2012-10-02
  J.P. Morgan Securities Llc
  New York, NY
• 2010-06-10 → 2012-10-01
  Chase Investment Services Corp.
  New York, NY
  New York, NY
  New York,, NY
  New York, NY
  New York, NY

Other Businesses

1. Insurance; investment-related; same address; Since 2015; Agent; Less than 10 hours per month, none during marketing hours. 2. Financially Ever After LLC dba Cover Your Assets. investment-related; same address; Certified Divorce Financial Analyst (CDFA) consulting business; CDFA, Owner; Start Date: 8/28/2024; 5 hours per month, 2-5 during securities trading hours; analyze divorcing couples' incomes, assets, expenses, and provide reports to help couples negotiate settlement. 3. Mothership Financial LLC; not investment-related; same address; 3/31/25; No client involvement; LLC to receive quarterly revenue payments from WealthGarden; Owner; < 1 hour per month, none during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-11-11
• S63 Uniform Securities Agent State Law Examination
  1999-12-22

Other Names

• Josephti Cruz Gonda
• Josephti Gonda