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Kimberly Nguyen Pham

Sand Hill Global Advisors, LLC

Palo Alto, CA

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Current Employers
Sand Hill Global Advisors, Llc

245 Lytton Avenue Suite 300, Palo Alto, CA 94301 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-05-12
  • CA RA
    APPROVED
    Since 2023-05-12

Branch Locations

245 Lytton Avenue Suite 300, Palo Alto, CA 94301 • 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
Valleytek, Inc. San Jose CA 02/2013 12/2018
Beacon Pointe Wealth Advisors, Llc Campbell CA 05/2018 01/2019
Beacon Pointe Wealth Advisors, Llc Campbell CA 01/2019 03/2020
Beacon Pointe Advisors, Llc Campbell CA 04/2020 10/2021
Sand Hill Global Advisors, Llc Palo Alto CA 11/2021 Present
  • 02/2013 → 12/2018
    Valleytek, Inc.
    San Jose, CA
  • 05/2018 → 01/2019
    Beacon Pointe Wealth Advisors, Llc
    Campbell, CA
  • 01/2019 → 03/2020
    Beacon Pointe Wealth Advisors, Llc
    Campbell, CA
  • 04/2020 → 10/2021
    Beacon Pointe Advisors, Llc
    Campbell, CA
  • 11/2021 → Present
    Sand Hill Global Advisors, Llc
    Palo Alto, CA
Previous Registrations
  • 2021-01-15 → 2021-10-28
    Beacon Pointe Advisors, Llc
    Campbell, CA
    Newport Beach, CA
  • 2019-01-01 → 2020-04-27
    Beacon Pointe Wealth Advisors, Llc
    Campbell, CA
    Newport Beach, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-12-29
  • S65 Uniform Investment Adviser Law Examination
    2018-12-29

View on SEC IAPD

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