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1475 Saratoga Avenue Suite 200, San Jose, CA 95129 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-01 |
| TX | RA | APPROVED | 2025-07-01 |
Branch Locations
1475 Saratoga Avenue Suite 200, San Jose, CA 95129 • United States
San Jose, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pwc | San Jose | CA | 09/2013 | 04/2017 |
| Poly Inc. | Santa Cruz | CA | 05/2017 | 09/2019 |
| Nelson Staffing | San Jose | CA | 09/2019 | 09/2020 |
| Wade Financial Advisory, Inc. | Cambell | CA | 11/2020 | 03/2025 |
| Modern Wealth Management, Llc | Lenexa | KS | 03/2025 | 06/2025 |
| Betterwealth Llc | San Jose | CA | 07/2025 | Present |
Awakening Church; Treasurer/ Board member; Investment related; 1210 S Bascom Ave San Jose CA 95128; Description: I serve as a unpaid volunteer board member and treasurer for our church (Awakening Church). We do not have any brokerage or investment accounts; however, I have helped to ensure our savings are in higher yielding accounts.; 2022-01-01; 2 Hours per month devoted to business during trading hours; 12 Hours per month devoted to business outside trading hours; No yearly compensation expected to be derived from the business.
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