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Shane Liko-Masanobu Moore

Wealthfront Advisers LLC

Palo Alto, CA

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Current Employers
Wealthfront Advisers Llc

261 Hamilton Ave., Palo Alto, CA 94301 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2017-06-26
  • CA RA
    APPROVED
    Since 2017-06-26

Branch Locations

261 Hamilton Ave., Palo Alto, CA 94301 • 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
National Planning Corporation El Segundo CA 03/2015 06/2017
Wealthfront Redwood City CA 06/2017 Present
  • 03/2015 → 06/2017
    National Planning Corporation
    El Segundo, CA
  • 06/2017 → Present
    Wealthfront
    Redwood City, CA
Previous Registrations
  • 2015-03-26 → 2017-06-19
    National Planning Corporation
    El Segundo, CA
  • 2014-07-30 → 2015-02-13
    Waddell & Reed
    Pasadena, CA
    Las Vegas, NV
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-07-30
  • S66 Uniform Combined State Law Examination
    2014-07-30

View on SEC IAPD

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