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235 Oak Meadow Drive, Los Gatos, CA 95032 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2016-08-11 |
| TX | RA | APPROVED | 2016-08-05 |
| CA | RA | APPROVED | 2016-06-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Future Wealth Llc | Monte Sereno | CA | 04/2016 | Present |
| Oracle Corporation | Redwood City | CA | 11/2016 | 01/2018 |
| Jobvite Inc | San Mateo | CA | 06/2018 | 09/2020 |
| On24 | San Francisco | CA | 10/2020 | 12/2020 |
Name: WEALTH AI LLC Purpose: AI Software for Wealth Advisors Address: 235 Oak Meadow Drive, Los Gatos, CA 95030 Position: CEO Start date: Oct 29, 2025 Hours per month: 30 hours Hours during securities trading hours: 0 hours Duties: Assisting programmer with designing website/software.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-02 |
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