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Inactive

Teresa Trinh Nguyen Greenip

Aspiriant, LLC

San Francisco, CA

Los Angeles, CA

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Current Employers
Aspiriant, Llc

11100 Santa Monica Blvd Suite 500, Los Angeles, CA 90025 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-07
  • CA RA
    APPROVED
    Since 2026-01-07

Branch Locations

50 California Street Suite 2600, San Francisco, CA 94111 • United States

11100 Santa Monica Blvd Suite 500, Los Angeles, CA 90025 • 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
Istar San Francisco CA 03/2006 12/2017
Mosaic Financial Partners San Francisco CA 05/2018 08/2018
Aspiriant, Llc San Francsico CA 03/2019 02/2021
Unemployed San Francisco CA 01/2018 04/2018
Unemployed San Francisco CA 09/2018 02/2019
Aspiriant, Llc San Francisco CA 03/2021 04/2024
Aspiriant, Llc San Francisco CA 03/2024 03/2026
Aspiriant, Llc San Francisco CA 03/2026 Present
  • 03/2006 → 12/2017
    Istar
    San Francisco, CA
  • 05/2018 → 08/2018
    Mosaic Financial Partners
    San Francisco, CA
  • 03/2019 → 02/2021
    Aspiriant, Llc
    San Francsico, CA
  • 01/2018 → 04/2018
    Unemployed
    San Francisco, CA
  • 09/2018 → 02/2019
    Unemployed
    San Francisco, CA
  • 03/2021 → 04/2024
    Aspiriant, Llc
    San Francisco, CA
  • 03/2024 → 03/2026
    Aspiriant, Llc
    San Francisco, CA
  • 03/2026 → Present
    Aspiriant, Llc
    San Francisco, CA
Designations

View on SEC IAPD

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RBC SECURITIES, INC · SAN FRANCISCO, CA
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