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800 West El Camino Real Suite 201, Mountain View, CA 94040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
800 West El Camino Real Suite 201, Mountain View, CA 94040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Parkworth Wealth Management, Inc | San Jose | CA | 06/2015 | 05/2018 |
| Parkworth Wealth Management, Inc. | San Jose | CA | 05/2018 | 08/2022 |
| Wealth Architects, Llc | Mountain View | CA | 01/2023 | Present |
| Unemployed | San Jose | CA | 08/2022 | 01/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-08-07 |
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