Best Investors Account Sign in
Inactive

Joyce Yi Qi Lum

Wealthfront Advisers LLC

Las Vegas, NV

Palo Alto, CA

Claim This Profile
Current Employers
Wealthfront Advisers Llc

261 Hamilton Ave., Palo Alto, CA 94301 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-02-28
  • CA RA
    APPROVED
    Since 2025-02-28

Branch Locations

Las Vegas, NV • United States

261 Hamilton Ave., Palo Alto, CA 94301 • 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
Wealthfront Brokerage Llc Palo Alto CA 11/2024 Present
Joyce Lum (Self Employed) Renton WA 03/2023 11/2024
Opentug Seattle WA 01/2023 02/2023
Unemployed Renton WA 09/2022 12/2022
Hack Reactor Coding Bootcamp Renton WA 05/2022 09/2022
Better Mortgage Oakland CA 01/2021 04/2022
Unemployed Oakland CA 06/2020 12/2020
Brex San Francisco CA 11/2019 06/2020
Samsara San Francisco CA 03/2019 10/2019
Unemployed San Francisco CA 02/2019 Present
Unemployed San Francisco CA 02/2019 02/2019
Yelp San Francisco CA 02/2018 01/2019
Unemployed San Francisco CA 01/2018 01/2018
Peer Connections, Sjsu San Jose CA 09/2016 12/2017
Old Spaghetti Factory San Jose CA 06/2017 08/2017
San Jose State University Alumni Association San Jose CA 07/2015 05/2017
San Jose State University San Jose CA 08/2016 09/2016
  • 11/2024 → Present
    Wealthfront Brokerage Llc
    Palo Alto, CA
  • 03/2023 → 11/2024
    Joyce Lum (Self Employed)
    Renton, WA
  • 01/2023 → 02/2023
    Opentug
    Seattle, WA
  • 09/2022 → 12/2022
    Unemployed
    Renton, WA
  • 05/2022 → 09/2022
    Hack Reactor Coding Bootcamp
    Renton, WA
  • 01/2021 → 04/2022
    Better Mortgage
    Oakland, CA
  • 06/2020 → 12/2020
    Unemployed
    Oakland, CA
  • 11/2019 → 06/2020
    Brex
    San Francisco, CA
  • 03/2019 → 10/2019
    Samsara
    San Francisco, CA
  • 02/2019 → Present
    Unemployed
    San Francisco, CA
  • 02/2019 → 02/2019
    Unemployed
    San Francisco, CA
  • 02/2018 → 01/2019
    Yelp
    San Francisco, CA
  • 01/2018 → 01/2018
    Unemployed
    San Francisco, CA
  • 09/2016 → 12/2017
    Peer Connections, Sjsu
    San Jose, CA
  • 06/2017 → 08/2017
    Old Spaghetti Factory
    San Jose, CA
  • 07/2015 → 05/2017
    San Jose State University Alumni Association
    San Jose, CA
  • 08/2016 → 09/2016
    San Jose State University
    San Jose, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-13
  • S66 Uniform Combined State Law Examination
    2025-02-13
Other Names
  • Joyce Lum

View on SEC IAPD

More in Las Vegas, NV

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor