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Arti Srivastava

Unique Wealth Strategies

Hillsborough, CA

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Current Employers
Unique Wealth Strategies

570 Village Center Drive, Ste 203, Burr Ridge, IL 60527 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-09-19
  • CA RA
    APPROVED
    Since 2023-09-19

Branch Locations

Hillsborough, 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
Allstate Insurance Co-Michael Glazer Agency San Mateo CA 11/2015 01/2018
Jp Morgan Chase Bank N.A. Redwood City CA 12/2019 08/2023
J.P. Morgan Securities Llc Redwood City CA 12/2019 08/2023
Bank Of America San Mateo CA 08/2018 06/2019
Allstate Financial Services Llc San Mateo CA 03/2017 02/2018
Allstate Agency-Matt Schlicoff Hillsborough CA 03/2018 07/2018
Unemployed Hillsborough CA 07/2019 11/2019
Unique Wealth Strategies, Llc. Burr Ridge IL 09/2023 Present
  • 11/2015 → 01/2018
    Allstate Insurance Co-Michael Glazer Agency
    San Mateo, CA
  • 12/2019 → 08/2023
    Jp Morgan Chase Bank N.A.
    Redwood City, CA
  • 12/2019 → 08/2023
    J.P. Morgan Securities Llc
    Redwood City, CA
  • 08/2018 → 06/2019
    Bank Of America
    San Mateo, CA
  • 03/2017 → 02/2018
    Allstate Financial Services Llc
    San Mateo, CA
  • 03/2018 → 07/2018
    Allstate Agency-Matt Schlicoff
    Hillsborough, CA
  • 07/2019 → 11/2019
    Unemployed
    Hillsborough, CA
  • 09/2023 → Present
    Unique Wealth Strategies, Llc.
    Burr Ridge, IL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-06-22
  • S66 Uniform Combined State Law Examination
    2020-06-22
Other Names
  • Arti Nath
  • Arti Srivastava Nath

View on SEC IAPD

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