Best Investors Account Sign in
Current Employers
Malakoff Wealth

809 Podva Road, Danville, CA 94526 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-02-18
  • CA RA
    APPROVED
    Since 2024-02-18

Branch Locations

809 Podva Road, Danville, CA 94526 • United States

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-07-15
  • CA RA
    APPROVED
    Since 2021-07-15

Branch Locations

809 Podva Road, Danville, CA 94526 • United States

Hayward, CA • 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
Metis Technology Solutions Sunnyvale CA 07/2019 Present
Malakoff & Associates Castro Valley CA 11/2020 01/2021
California State University East Bay Hayward CA 08/2018 05/2020
Chabot College Hayward CA 08/2013 05/2018
Crosslink Networks San Leandro CA 04/2016 05/2017
Auriga Technology Castro Valley CA 05/2017 09/2017
San Jose State Research Center Mountain View CA 10/2014 05/2019
Lpl Financial, Llc Castro Valley CA 11/2020 Present
  • 07/2019 → Present
    Metis Technology Solutions
    Sunnyvale, CA
  • 11/2020 → 01/2021
    Malakoff & Associates
    Castro Valley, CA
  • 08/2018 → 05/2020
    California State University East Bay
    Hayward, CA
  • 08/2013 → 05/2018
    Chabot College
    Hayward, CA
  • 04/2016 → 05/2017
    Crosslink Networks
    San Leandro, CA
  • 05/2017 → 09/2017
    Auriga Technology
    Castro Valley, CA
  • 10/2014 → 05/2019
    San Jose State Research Center
    Mountain View, CA
  • 11/2020 → Present
    Castro Valley, CA
Other Businesses

1. 02/16/2021 - MALAKOFF & ASSOCIATES/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 0%/ CASTRO VALLEY, CA 2. 2/23/2021 - Malakoff Wealth - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Registered Admin. - Started 11/02 - 160 Hours Per Month/20 Hours During Securities Trading - I provide administrative support to Malakoff Wealth, an independent investment advisor firm. I started this business activity in 2/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 08/14/2023 - Master Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 08/10/2023 - 164 Hours Per Month/ 80 Hours During Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-07-02
  • S66 Uniform Combined State Law Examination
    2021-07-02

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Danville, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor