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Wei Ye

Caskwise Capital Inc

Reno, NV

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Current Employers
Caskwise Capital Inc

Reno, NV • United States

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2026-06-26
  • NV RA
    APPROVED
    Since 2026-06-26

Branch Locations

Reno, NV • 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
Strategic Advisers Llc Palo Alto CA 03/2018 07/2018
Caskwise Capital Inc Reno NV 07/2025 Present
Caskwise Capital Inc. Reno NV 05/2026 Present
Unemployed Reno NV 04/2024 06/2025
J.P. Morgan Securities Llc San Francisco CA 05/2016 11/2017
Fidelity Brokerage Services Llc San Francisco CA 11/2017 03/2024
Fidelity Personal And Workplace Advisors Boston MA 07/2018 03/2024
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-11-25
S63 Uniform Securities Agent State Law Examination 2004-04-03
  • S66 Uniform Combined State Law Examination
    2013-11-25
  • S63 Uniform Securities Agent State Law Examination
    2004-04-03
Designations
Other Names
  • Rebecca Ye

View on SEC IAPD

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