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Current Employers
Wealthfront Advisers Llc

261 Hamilton Ave., Palo Alto, CA 94301 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-01-24
  • CA RA
    APPROVED
    Since 2023-01-24

Branch Locations

261 Hamilton Ave., 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
Massmutual Springfield MA 08/2018 12/2020
Mml Distributors, Llc Phoenix AZ 08/2018 12/2019
Intuit Tucson AZ 09/2016 11/2017
Unemployed Rio Rico AZ 12/2017 04/2018
Amazon Phoenix AZ 05/2018 06/2018
Unemployed Phoenix AZ 07/2018 08/2018
Mml Investors Services, Llc Phoenix AZ 11/2019 01/2021
Gwfs Equities, Inc. / Empower Greenwood Village CO 01/2021 09/2021
Tiaa-Cref Individual & Institutional Services, Llc Denver CO 02/2022 07/2022
Tiaa Denver CO 02/2022 07/2022
Unemployed Phoenix AZ 09/2021 01/2022
Wealthfront Brokerage Llc Palo Alto CA 09/2022 Present
  • 08/2018 → 12/2020
    Massmutual
    Springfield, MA
  • 08/2018 → 12/2019
    Mml Distributors, Llc
    Phoenix, AZ
  • 09/2016 → 11/2017
    Intuit
    Tucson, AZ
  • 12/2017 → 04/2018
    Unemployed
    Rio Rico, AZ
  • 05/2018 → 06/2018
    Amazon
    Phoenix, AZ
  • 07/2018 → 08/2018
    Unemployed
    Phoenix, AZ
  • 11/2019 → 01/2021
    Mml Investors Services, Llc
    Phoenix, AZ
  • 01/2021 → 09/2021
    Gwfs Equities, Inc. / Empower
    Greenwood Village, CO
  • 02/2022 → 07/2022
    Tiaa-Cref Individual & Institutional Services, Llc
    Denver, CO
  • 02/2022 → 07/2022
    Tiaa
    Denver, CO
  • 09/2021 → 01/2022
    Unemployed
    Phoenix, AZ
  • 09/2022 → Present
    Wealthfront Brokerage Llc
    Palo Alto, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-21
S63 Uniform Securities Agent State Law Examination 2021-07-09
  • S66 Uniform Combined State Law Examination
    2023-01-21
  • S63 Uniform Securities Agent State Law Examination
    2021-07-09
Other Names
  • Ciara Lowe
  • Ciara C Lowe
  • Ciara Chanel Lowe

View on SEC IAPD

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