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Inactive

Haldo Cabrera

Relevant Wealth Advisors, LLC

Mill Valley, CA

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Current Employers
Relevant Wealth Advisors, Llc

2 Belvedere Place Ste 200, Mill Valley, CA 94941 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-04-17
  • CA RA
    APPROVED
    Since 2026-04-17

Branch Locations

2 Belvedere Place Ste 200, Mill Valley, CA 94941 • 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
Citigroup San Francisco CA 06/2016 02/2022
Ieq Capital, Llc Foster City CA 03/2022 08/2025
Relevant Wealth Advisors, Llc Mill Valley CA 04/2026 Present
Unemployed San Francisco CA 09/2025 03/2026
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-09-01
  • S66 Uniform Combined State Law Examination
    2016-09-01

View on SEC IAPD

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Other Offices

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DIPSEA CAPITAL, LLC · MILL VALLEY, CA
OSAIC WEALTH, INC. · Mill Valley, CA
SCHMITZ CAPITAL PARTNERS, LLC · MILL VALLEY, CA
BAYHUNT CAPITAL LLC · MILL VALLEY, CA
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URBAN INVESTMENT ADVISORS · MILL VALLEY, CA
COMMONWEALTH FINANCIAL NETWORK · Mill Valley, CA

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