Inactive

Johanna Sanchez Adleson

Libra Wealth LLC

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Current Employers

Libra Wealth Llc

16185 Los Gatos Blvd Suite 205, Los Gatos, CA 95032 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2021-11-03
ID	RA	APPROVED	2021-06-09

TX RA
APPROVED_RES

Since 2021-11-03
ID RA
APPROVED

Since 2021-06-09

Branch Locations

Boise, ID • United States

16185 Los Gatos Blvd Suite 205, Los Gatos, CA 95032 • 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

Organization	City	State	From	To
Aspen Capital Management	Boise	ID	01/2020	05/2021
Unemployed	Boise	ID	11/2018	01/2020
Vista Wealth Management, Llc	Palo Alto	CA	08/2013	10/2018
Libra Wealth Llc	Boise	ID	05/2021	Present

01/2020 → 05/2021

Aspen Capital Management

Boise, ID
11/2018 → 01/2020

Unemployed

Boise, ID
08/2013 → 10/2018

Vista Wealth Management, Llc

Palo Alto, CA
05/2021 → Present

Libra Wealth Llc

Boise, ID

Previous Registrations

2020-06-18 → 2021-05-12

Aspen Capital Management, Llc

Boise, ID
2018-08-14 → 2018-10-19

Adero Partners, Llc

Palo Alto, CA
2013-10-17 → 2018-08-13

Vista Wealth Management, Llc

East Palo Alto, CA

Palo Alto, CA
2009-08-07 → 2013-08-27

Morgan Stanley

Cupertino, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2009-08-06
S63	Uniform Securities Agent State Law Examination	2008-03-05

S65 Uniform Investment Adviser Law Examination

2009-08-06
S63 Uniform Securities Agent State Law Examination

2008-03-05

Other Names

Johanna L Sanchez

View on SEC IAPD

More in Boise, ID

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