Best Investors Account Sign in
Inactive

Lily Zhang

Diversifi Capital Inc

Los Altos, CA

Claim This Profile
Current Employers
Diversifi Capital Inc

4546 El Camino Real B10 #1013, Los Altos, CA 94022 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2019-07-15
  • CA RA
    APPROVED
    Since 2019-07-15

Branch Locations

4546 El Camino Real B10 #1013, Los Altos, CA 94022 • 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
Diversifi Capital Llc (Formerly Compass Capital Management) San Francisco CA 07/2019 Present
Diversifi Capital Llc (Formerly Compass Capital Management) San Francisco CA 08/2018 Present
University Of California, Berkeley - Electrical Engineering & Co Berkeley CA 02/2011 08/2018
  • 07/2019 → Present
    Diversifi Capital Llc (Formerly Compass Capital Management)
    San Francisco, CA
  • 08/2018 → Present
    Diversifi Capital Llc (Formerly Compass Capital Management)
    San Francisco, CA
  • 02/2011 → 08/2018
    University Of California, Berkeley - Electrical Engineering & Co
    Berkeley, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-07-02
  • S65 Uniform Investment Adviser Law Examination
    2019-07-02
Designations

View on SEC IAPD

Other Firms

EDWARD JONES
GATES PASS ADVISORS, LLC
TSINGYUAN VENTURES LLC
VIDI LLC
LPL FINANCIAL LLC
THREE BRIDGE WEALTH ADVISORS
CHARLES SCHWAB & CO., INC.
FRANK ELMER INVESTMENT STRATEGIES LLC

Other Investors

Cynthia Ann Wemyss
Keith Michael McGinnis
ERIK ALLEN SCHEI
KANAKA ESTHER SZABO-CUMMINGS
Louise Alexander
Jane Elizabeth Terry Khalaf
BRETT BARTON SHARKEY
ERIC THOMAS THURBER

Other Offices

EDWARD JONES · LOS ALTOS, CA
GATES PASS ADVISORS, LLC · LOS ALTOS, CA
TSINGYUAN VENTURES LLC · LOS ALTOS, CA
VIDI LLC · LOS ALTOS, CA
LPL FINANCIAL LLC · LOS ALTOS, CA
THREE BRIDGE WEALTH ADVISORS · LOS ALTOS, CA
CHARLES SCHWAB & CO., INC. · Los Altos, CA
FRANK ELMER INVESTMENT STRATEGIES LLC · LOS ALTOS, CA

More in Los Altos, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor