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Fremont, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-10-06 |
| CA | RA | APPROVED | 2017-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Viant Capital, Llc | San Francisco | CA | 07/2016 | 11/2016 |
| Silicon Private Wealth | Fremont | CA | 07/2016 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 11/2016 | 10/2021 |
| Silicon Private Wealth, Llc | Fremont | CA | 01/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-28 |
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