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Palbir Singh Nijjar

Smart Path Wealth Management, LLC

Dublin, CA

CRD 6624117

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Employer firm

Smart Path Wealth Management, LLC CRD 283020

Reported services (Item 5G)

  • CONSULTING

From the firm’s Form ADV. Read the guides:

Current Employers
Smart Path Wealth Management, Llc

Dublin, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
TX RA APPROVED_RES 2023-03-14
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01
  • TX RA
    APPROVED_RES
    Since 2023-03-14

Branch Locations

Dublin, 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
The Motley Fool Alexandria VA 12/2015 09/2017
Smart Path Wealth Management, Llc Dublin CA 02/2016 Present
Palbir Nijjar Dublin CA 12/2025 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-11-18
  • S65 Uniform Investment Adviser Law Examination
    2015-11-18
Other Names
  • Paul Nijjar

View on SEC IAPD

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