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Danelle Jenetayeva

Pi Wealth Plan LLC

San Jose, CA

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Current Employers
Pi Wealth Plan Llc

San Jose, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-09-04
TX RA APPROVED_RES 2021-10-12
  • CA RA
    APPROVED
    Since 2025-09-04
  • TX RA
    APPROVED_RES
    Since 2021-10-12

Branch Locations

San Jose, CA • 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
Yellowbrickroad Financial Advisors, Llc San Francisco CA 01/2016 06/2018
Pi Wealthplan Llc San Jose CA 07/2018 Present
  • 01/2016 → 06/2018
    Yellowbrickroad Financial Advisors, Llc
    San Francisco, CA
  • 07/2018 → Present
    Pi Wealthplan Llc
    San Jose, CA
Previous Registrations
  • 2016-01-21 → 2018-07-02
    Yellowbrickroad Financial Advisors, Llc
    Corte Madera, CA
  • 2015-05-21 → 2015-12-31
    Blue Pine Financial, Llc
    Austin, TX
Designations
Other Names
  • Danelle Jenetayeva
  • Danel Jenetayeva
  • Danelle Chung

View on SEC IAPD

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