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Amy Elizabeth Cono

Wealth Architects, LLC

Mountain View, CA

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Current Employers
Wealth Architects, Llc

800 West El Camino Real Suite 201, Mountain View, CA 94040 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-08-13
  • CA RA
    APPROVED
    Since 2024-08-13

Branch Locations

800 West El Camino Real Suite 201, Mountain View, CA 94040 • 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
Lion Street Financial Los Gatos CA 03/2015 07/2024
Wealth Architects Mountain View CA 08/2024 Present
  • 03/2015 → 07/2024
    Lion Street Financial
    Los Gatos, CA
  • 08/2024 → Present
    Wealth Architects
    Mountain View, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2008-11-17
  • S63 Uniform Securities Agent State Law Examination
    2008-11-17
Designations
Other Names
  • Amy Elizabeth Davis
  • Amy Elizabeth Davis

View on SEC IAPD

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OSAIC ADVISORY SERVICES, LLC
ELEFUND MANAGEMENT COMPANY, LLC
ALPHASKEW MC, LLC

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Shahrzad Keshavarz Adeli
MARK RICHARD GORDON
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LILLIAN GRACE SWENSON

Other Offices

J.P. MORGAN SECURITIES LLC · MOUNTAIN VIEW, CA
NOOSPHERE VENTURES MANAGEMENT COMPANY, LLC · MOUNTAIN VIEW, CA
EL CAMINO GLOBAL CAPITAL, LLC · MOUNTAIN VIEW, CA
AP INVESTMENT MANAGEMENT · MOUNTAIN VIEW, CA
NIMBLE VENTURE STUDIO LLC · MOUNTAIN VIEW, CA
OSAIC ADVISORY SERVICES, LLC · MOUNTAIN VIEW, CA
ELEFUND MANAGEMENT COMPANY, LLC · MOUNTAIN VIEW, CA
ALPHASKEW MC, LLC · MOUNTAIN VIEW, CA

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