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175 S San Antonio Road Suite 101, Los Altos, CA 94022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-23 |
| CA | RA | APPROVED | 2025-01-15 |
Branch Locations
175 S San Antonio Road, Suite 101, Los Altos, CA 94022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | San Jose | CA | 01/2015 | 01/2022 |
| Wells Fargo Clearing Services Llc | San Jose | CA | 10/2018 | 01/2022 |
| United Capital | Newport Beach | CA | 01/2022 | 10/2023 |
| Traveka Wealth, Llc | Los Altos | CA | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-26 |
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