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Inactive

Ryan S Chavez

Bailard, Inc.

Foster City, CA

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Current Employers
Bailard, Inc.

950 Tower Ln Ste 1900, Foster City, CA 94404-2131 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-04-19
  • CA RA
    APPROVED
    Since 2024-04-19

Branch Locations

950 Tower Ln Ste 1900, Foster City, CA 94404-2131 • 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
Lpl Financial San Jose CA 01/2013 10/2018
Strategic Wealth Advisors Group San Mateo CA 07/2016 10/2018
Advisory Group Of San Francisco Llc San Francisco CA 10/2018 09/2021
Advisory Group Of San Francisco Llc San Francisco CA 09/2021 04/2024
Bailard, Inc Foster City CA 04/2024 Present
  • 01/2013 → 10/2018
    Lpl Financial
    San Jose, CA
  • 07/2016 → 10/2018
    Strategic Wealth Advisors Group
    San Mateo, CA
  • 10/2018 → 09/2021
    Advisory Group Of San Francisco Llc
    San Francisco, CA
  • 09/2021 → 04/2024
    Advisory Group Of San Francisco Llc
    San Francisco, CA
  • 04/2024 → Present
    Bailard, Inc
    Foster City, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-03-26
  • S66 Uniform Combined State Law Examination
    2015-03-26
Designations

View on SEC IAPD

Other Firms

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U.S. BANCORP ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SUMMITRY, LLC
WELLS FARGO CLEARING SERVICES, LLC
CELESTA
SEMPERVIRENS VENTURES LLC

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Tom Gai
Jia Hui Wei
Xiaoyan Zhou
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Other Offices

CITIGROUP GLOBAL MARKETS INC. · Foster City, CA
U.S. BANCORP ADVISORS, LLC · Foster City, CA
J.P. MORGAN SECURITIES LLC · SAN MATEO, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FOSTER CITY, CA
SUMMITRY, LLC · FOSTER CITY, CA
J.P. MORGAN SECURITIES LLC · FOSTER CITY, CA
WELLS FARGO CLEARING SERVICES, LLC · FOSTER CITY, CA
CELESTA · SAN MATEO, CA

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