Best Investors Account Sign in
Inactive

Sharon Christine Khan

Dedora Capital, Inc.

Napa, CA

Claim This Profile
Current Employers
Dedora Capital, Inc.

1600 Main Street, Napa, CA 94559 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-07-26
  • CA RA
    APPROVED
    Since 2022-07-26

Branch Locations

1600 Main Street, Napa, CA 94559 • 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
Montgomery Taylor Wealth Management Santa Rosa CA 08/2020 06/2022
Deloitte San Francisco CA 10/2018 06/2020
Wai & Connor Los Angeles CA 08/2017 07/2018
Pricewaterhousecoopers Los Angeles CA 06/2017 08/2017
Gumbiner Savett Santa Monica CA 02/2017 04/2017
Jersey Mikes Subs Los Angeles CA 06/2016 02/2017
Full Time Education Los Angeles CA 07/2018 10/2018
Full Time Education Los Angeles CA 04/2017 06/2017
Dedora Capital, Inc. Napa CA 06/2022 Present
  • 08/2020 → 06/2022
    Montgomery Taylor Wealth Management
    Santa Rosa, CA
  • 10/2018 → 06/2020
    Deloitte
    San Francisco, CA
  • 08/2017 → 07/2018
    Wai & Connor
    Los Angeles, CA
  • 06/2017 → 08/2017
    Pricewaterhousecoopers
    Los Angeles, CA
  • 02/2017 → 04/2017
    Gumbiner Savett
    Santa Monica, CA
  • 06/2016 → 02/2017
    Jersey Mikes Subs
    Los Angeles, CA
  • 07/2018 → 10/2018
    Full Time Education
    Los Angeles, CA
  • 04/2017 → 06/2017
    Full Time Education
    Los Angeles, CA
  • 06/2022 → Present
    Dedora Capital, Inc.
    Napa, CA
Previous Registrations
  • 2021-04-26 → 2022-07-01
    Montgomery Taylor Wealth Management
    Santa Rosa, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-04-26
  • S65 Uniform Investment Adviser Law Examination
    2021-04-26
Designations
Other Names
  • Sharon Khan
  • Sharon Wirth

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MORGAN STANLEY
HARRINGTON INVESTMENTS, INC.
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
5T WEALTH, LLC
BENEFITS PLUS, LLC
CHARLES SCHWAB & CO., INC.

Other Investors

ERIC FLORES GONZALES
CYNTHIA LYNN VOTH
Fabiana A Filips
Katherine Engel
Wyatt Raymond Knippen
Beatriz Adriana Buenrostro
Austin P Fitzpatrick
Christopher Micco

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NAPA, CA
MORGAN STANLEY · Napa, CA
HARRINGTON INVESTMENTS, INC. · NAPA, CA
LPL FINANCIAL LLC · NAPA, CA
HARRINGTON INVESTMENTS, INC. · NAPA, CA
WELLS FARGO CLEARING SERVICES, LLC · NAPA, CA
5T WEALTH, LLC · NAPA, CA
BENEFITS PLUS, LLC · NAPA, CA

More in Napa, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor