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Gavin Rodefer

Wealthfront Advisers LLC

Palo Alto, CA

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Current Employers
Wealthfront Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-05-12
  • CA RA
    APPROVED
    Since 2022-05-12

Branch Locations

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
Fidelity Investments Greenwood Village CO 07/2020 12/2020
Unemployed Lone Tree CO 02/2020 07/2020
Schomp Bmw Highlands Ranch CO 01/2020 02/2020
Summit Valet Lone Tree CO 05/2016 01/2020
University Of Colorado Boulder Boulder CO 08/2015 08/2019
Your Castle Real Estate Englewood CO 04/2020 07/2020
Re/Max Professionals Greenwood Village CO 01/2021 08/2021
Starbucks Lake Forest CA 09/2021 11/2021
Oppenheimer & Co., Inc Newport Beach CA 10/2021 05/2022
Wealthfront Brokerage Llc Palo Alto CA 05/2022 Present
  • 07/2020 → 12/2020
    Fidelity Investments
    Greenwood Village, CO
  • 02/2020 → 07/2020
    Unemployed
    Lone Tree, CO
  • 01/2020 → 02/2020
    Schomp Bmw
    Highlands Ranch, CO
  • 05/2016 → 01/2020
    Summit Valet
    Lone Tree, CO
  • 08/2015 → 08/2019
    University Of Colorado Boulder
    Boulder, CO
  • 04/2020 → 07/2020
    Your Castle Real Estate
    Englewood, CO
  • 01/2021 → 08/2021
    Re/Max Professionals
    Greenwood Village, CO
  • 09/2021 → 11/2021
    Starbucks
    Lake Forest, CA
  • 10/2021 → 05/2022
    Oppenheimer & Co., Inc
    Newport Beach, CA
  • 05/2022 → Present
    Wealthfront Brokerage Llc
    Palo Alto, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-02-11
S63 Uniform Securities Agent State Law Examination 2020-11-18
  • S65 Uniform Investment Adviser Law Examination
    2022-02-11
  • S63 Uniform Securities Agent State Law Examination
    2020-11-18
Other Names
  • Gavin James Rodefer
  • Gavin J Rodefer

View on SEC IAPD

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Other Offices

STRATEGIC ADVISERS LLC · PALO ALTO, CA
CITIGROUP GLOBAL MARKETS INC. · Palo Alto, CA
DCVC · PALO ALTO, CA
DCVC BIO · PALO ALTO, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Palo Alto, CA
WELLS FARGO CLEARING SERVICES, LLC · PALO ALTO, CA
WELLS FARGO CLEARING SERVICES, LLC · PALO ALTO, CA
WELLS FARGO CLEARING SERVICES, LLC · PALO ALTO, CA

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