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Eric Tingwoei Lai

Archvest Wealth Advisors, Inc.

Concord, CA

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Current Employers
Archvest Wealth Advisors, Inc.

1390 Willow Pass Rd. #930, Concord, CA 94520 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2017-04-10
CA RA APPROVED 2014-08-21
  • TX RA
    APPROVED_RES
    Since 2017-04-10
  • CA RA
    APPROVED
    Since 2014-08-21

Branch Locations

1390 Willow Pass Rd. #930, Concord, CA 94520 • 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
Archvest Wealth Advisors, Inc. Walnut Creek CA 08/2014 Present
Grossman Financial Management Benicia CA 02/2020 06/2021
Previous Registrations
  • 2020-03-04 → 2021-12-12
    Grossman Financial Management
    Benicia, CA
  • 2003-11-24 → 2014-09-03
    Watermark Asset Management, Inc.
    Danville, CA
    San Ramon, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-11-21
  • S65 Uniform Investment Adviser Law Examination
    2003-11-21
Designations

View on SEC IAPD

Other Firms

ASSETMARK, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
INVESTMENT GROWTH MANAGEMENT, INC
WELLS FARGO CLEARING SERVICES, LLC
TECHFELLOWS MANAGEMENT, LLC
EDWARD JONES
PFS INVESTMENTS INC.
D & T FINANCIAL ADVISORS, INC.

Other Investors

MICHAEL KIM
JOHN ALLEN BUCHANAN
BRADLEY ALLEN
JASON ELLIOT CADELL
DYLAN ALEXANDER SCHLOTT
JENNIFER LINDA ADAMS
Joseph Patrick Condon
KEITH DAVID STEMPEL

Other Offices

ASSETMARK, INC. · CONCORD, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CONCORD, CA
INVESTMENT GROWTH MANAGEMENT, INC · Concord, CA
WELLS FARGO CLEARING SERVICES, LLC · CONCORD, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CONCORD, CA
TECHFELLOWS MANAGEMENT, LLC · CONCORD, CA
EDWARD JONES · Concord, CA
PFS INVESTMENTS INC. · CONCORD, CA

More in Concord, CA

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