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Guillaume Maxime Henri Decalf

We Financial Group

San Francisco, CA

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Current Employers
We Financial Group

447 Sutter St Suite 506 - 1493, San Francisco, CA 94108 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-02-08
NC RA APPROVED 2023-08-23
MA RA APPROVED 2022-09-26
IL RA APPROVED 2022-07-11
WA RA APPROVED 2022-03-18
NY RA APPROVED 2021-08-19
NJ RA APPROVED 2021-06-04
TX RA APPROVED 2021-05-11
CA RA APPROVED 2018-09-10
  • PA RA
    APPROVED
    Since 2024-02-08
  • NC RA
    APPROVED
    Since 2023-08-23
  • MA RA
    APPROVED
    Since 2022-09-26
  • IL RA
    APPROVED
    Since 2022-07-11
  • WA RA
    APPROVED
    Since 2022-03-18
  • NY RA
    APPROVED
    Since 2021-08-19
  • NJ RA
    APPROVED
    Since 2021-06-04
  • TX RA
    APPROVED
    Since 2021-05-11
  • CA RA
    APPROVED
    Since 2018-09-10

Branch Locations

447 Sutter St Suite 506 - 1493, San Francisco, CA 94108 • 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
Oui Financial San Francisco CA 04/2018 Present
Fitbit San Francisco CA 10/2014 05/2018
Bluegrasshopper San Francisco CA 11/2024 Present
  • 04/2018 → Present
    Oui Financial
    San Francisco, CA
  • 10/2014 → 05/2018
    Fitbit
    San Francisco, CA
  • 11/2024 → Present
    Bluegrasshopper
    San Francisco, CA
Other Businesses

1) Name: Alphathena, Investment-related, 4320 Winfield Road, Suite 200 Warrenville, IL, 60555, Nature of Business: Direct indexing platform, Title: Advisor/Client, Start Date: 09/2023, 1-2 hours per week, Duties: Feedback on the User Interface, recommendations on new features, help talking to VCs 2) Name: Seeds Investor, Investment-related, 43 West, 23rd Street · 4th Floor · New York, NY 10010, Nature of Business: Marketing/ Lead platform, Title: Advisor/Client, Start Date: 04/2023, 2 hours per month, Duties: Feedback on the product, recommendations on new features 3) Name: Habits, Not Investment-related, 312 E 10th St · Indianapolis, IN 46202-3316, Nature of Business: Marketing/ Lead platform, Title: Advisor/Client, Start Date: 04/2023, 2 hours per month, Duties: Feedback on the product, recommendations on new features 4) Name: Zocks, Not Investment-related, 548 Market St PMB 69528, San Francisco, CA 94104-5401, Nature of Business: AI meeting script platform, Title: Advisor/Client, Start Date: 06/2023, 2 hours per month, Duties: Feedback on the product, recommendations on new features 5) Name: One Advisory, Not Investment-related, Miami, FL, Nature of Business: Integration platform, Title: Advisor, Start Date: 01/2023, 2 hours per month, Duties: Feedback on the product, recommendations on new features 6) Name: Blue Grasshopper (BGH), Not Investment-related, FL, Nature of Business: Blue Grasshopper is a financial technology platform providing tools and guidance to optimize retirement investments, Duties: product development, strategy, and marketing, 15-20 hours per month

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-08-06
  • S65 Uniform Investment Adviser Law Examination
    2018-08-06
Other Names
  • Guillaume Decalf

View on SEC IAPD

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