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4683 Chabot Drive Suite 101, Pleasanton, CA 94588 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-11 |
| TX | RA | APPROVED_RES | 2025-02-11 |
Branch Locations
4683 Chabot Drive Suite 101, Pleasanton, CA 94588 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Advisers, Inc. | Sunnyvale | CA | 01/2013 | 10/2017 |
| Fidelity Brokerage Services Llc | Sunnyvale | CA | 01/2013 | 09/2017 |
| Grant Private Wealth Management, Inc. | Pleasanton | CA | 02/2025 | Present |
| Point Digital Finance | Palo Alto | CA | 06/2019 | 01/2023 |
| Unemployed | Santa Clara | CA | 10/2017 | 05/2019 |
| Unemployed | Santa Clara | CA | 02/2023 | 01/2025 |
| Jamshid Kekobad, Sole Proprietor | Pleasanton | CA | 03/2026 | Present |
Jamshid Kekobad, Sole Proprietor; Investment related; Pleasanton, CA; Insurance sales and service; Insurance Agent; 03/2026; 5 hr/month; 0 during securities trading; Sales and service of insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2007-07-31 |
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