Nolan Eric Solano

Current Employers

Opes Wealth Management, Llc

535 Middlefield Road Suite 160, Menlo Park, CA 94025 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2019-01-31

CA RA
APPROVED

Since 2019-01-31

Branch Locations

535 Middlefield Road Suite 160, Menlo Park, CA 94025 • 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
Paine Webber Inc.	Napa	CA	03/2000	Present
Norcal Home Loans	Vacaville	CA	11/2009	Present
Opes Advisors Inc	Palo Alto	CA	10/2009	Present
Opes Wealth Management Llc	Menlo Park	CA	01/2019	Present

03/2000 → Present

Paine Webber Inc.

Napa, CA
11/2009 → Present

Norcal Home Loans

Vacaville, CA
10/2009 → Present

Opes Advisors Inc

Palo Alto, CA
01/2019 → Present

Opes Wealth Management Llc

Menlo Park, CA

Previous Registrations

2013-08-19 → 2017-06-08

Opes Advisors, Inc.

Cupertino, CA

Other Businesses

HomeWise Capital Advisors, powered by Edge Home Finance, Inc.; Not Investment-Related; 5170 Golden Foothill Pkwy, El Dorado Hills, CA 95762; Home Loans; Independent Mortgage Broker; Start date: 02/22/2023; 125 hours/months; 90 hours per month during trading hours; Involves origination of residential mortgages.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2013-08-19
S66	Uniform Combined State Law Examination	2000-05-31

S65 Uniform Investment Adviser Law Examination

2013-08-19
S66 Uniform Combined State Law Examination

2000-05-31

Other Names

Nolan E. Solano

View on SEC IAPD

Current Employers

Opes Wealth Management, Llc

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Names

Other Firms

Other Investors

Other Offices

Reviews