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15437 Stratford Drive Suite 1, San Jose, CA 95124 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-25 |
Branch Locations
15437 Stratford Drive Suite 1, San Jose, CA 95124 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | San Jose | CA | 08/2021 | 04/2022 |
| Principal Securities Inc | San Jose | CA | 12/2021 | 04/2022 |
| Smart Strategies Inc | Newark | CA | 12/2016 | 09/2018 |
| Vendavo Inc | Mountain View | CA | 12/2015 | 11/2016 |
| Global Advisors, Llc | San Jose | CA | 09/2023 | Present |
| Global Advisors, Llc | San Jose | CA | 12/2023 | Present |
| Global Advisors, Llc | San Jose | CA | 09/2023 | Present |
| Worldwide Services, Llc | San Jose | CA | 09/2021 | 09/2023 |
| Worldwide Services, Llc | San Jose | CA | 02/2021 | 09/2023 |
| Worldwide Services, Llc | San Jose | CA | 08/2018 | 09/2023 |
| Worldwide Services, Llc | San Jose | CA | 08/2018 | 09/2023 |
| Worldwide Services, Llc | San Jose | CA | 05/2022 | 09/2023 |
| Worldwide Securities, Llc | San Jose | CA | 02/2024 | 03/2025 |
| Global Advisors, Llc | San Jose | CA | 07/2026 | Present |
Global Advisors, LLC located in San Jose, CA; non-investment-related, as Real estate agent & Loan officer/ MLO, Licensed insurance agent/ Tax preparer/Financial consultant/ Notary public; San Jose, CA; 09/2023; 20 hrs per month; 4 during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 2022-06-29 |
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