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Alamo, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2023-05-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Deutsche Bank Securities Inc. | San Francisco | CA | 09/2013 | 09/2016 |
| Raymond James & Associates, Inc. | San Francisco | CA | 09/2016 | 11/2020 |
| Icapital Wealth Llc | Lafayette | CA | 11/2020 | 11/2021 |
| Cantella & Co., Inc. | Malden | MA | 12/2020 | 10/2022 |
| Icapital Wealth Llc | Walnut Creek | CA | 11/2021 | 05/2023 |
| J Alden Associates Inc, | Wayne | PA | 10/2022 | 11/2025 |
| Pursue Wealth Partners, Llc | Clayton | CA | 05/2023 | Present |
| White Rabbit Cap, Inc | Clayton | CA | 02/2023 | Present |
| Kingswood Capital Partners | Clayton | CA | 11/2025 | Present |
1. D&J Capital LLC-Holding company for a rental property. 2509 Rolling Hills Ct Alamo, CA 94507- Hours per month devoted to this business: 1. Hours per month devoted to this business during trading hours: 0 Start date: 10/1/2020, Owns properties and generates income from renting them out. 2. White Rabbit Cap. Inc,Is Not Investment Related,"6024 Main St., , Clayton, CA, 94517, United States",Part Owner of Pursue Wealth Partners,CEO,2/21/2023,0 hours per month,0 hours per month during trading hours,Commission Compensation,"Set up for legal and accounting purposes of the firm, Managing the business" 3. Pursue Wealth Partners LLC DBA - RIA,Is Not Investment Related,"2509 Rolling Hills CT, , Alamo, CA, 94530, United States",RIA,Managing Director,5/4/2023,160 hours per month,26 hours per month during trading hours,Commission Compensation,"IA Rep, Trade in discretionary accounts for our client reviews, client meetings, etc."
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-22 |
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