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4683 Chabot Drive Suite 101, Pleasanton, CA 94588 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-11 |
| TX | RA | APPROVED_RES | 2022-06-15 |
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 |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Walnut Creek | CA | 09/2011 | 02/2018 |
| Grant Private Wealth Management, Inc. | Pleasanton | CA | 03/2018 | Present |
| Lyudmila Ter-Avanesyan | Dublin | CA | 03/2017 | Present |
| Glava Realty | Walnut Creek | CA | 08/2021 | Present |
Name: LYUDMILA TER-AVANESYAN PROPERTIES; DUTIES: OWNER/LANDLORD; START: 03/2017; NOT INVESTMENT RELATED; Dublin, CA; TOTAL HOURS: 3 HOURS PER MONTH; SECURITY TRADING HOURS: 0 HOURS PER MONTH. Name: Glava Realty Investment Related: No Address Walnut Creek, CA What is the nature of the other business? Rental Property Your position, title, or relationship: Agent Start date of your relationship (mm/year): 08/2021 Approximate hours a month spent on the other business: 1 Approximate hours during trading spent on the other business: 0 Approximate percentage of time and income related to the business: 3% Duties: Holding LLC for rental properties, possible in the future ARBNB rentals property management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 2013-02-11 |
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