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Sharon Maria Paratte

Traveka Wealth, LLC

Los Altos, CA

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Current Employers
Traveka Wealth, Llc

175 S San Antonio Road Suite 101, Los Altos, CA 94022 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-06-23
CA RA APPROVED 2025-01-01
  • TX RA
    APPROVED
    Since 2025-06-23
  • CA RA
    APPROVED
    Since 2025-01-01

Branch Locations

175 S San Antonio Road Suite 101, 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
United Capital Financial Advisors Los Altos CA 04/2018 06/2019
Rehab And Recovery From Car Accident (Hit By Car While Running) Burlingame CA 10/2016 10/2017
Job Search Burlingame CA 11/2017 03/2018
Goldman Sachs Personal Financial Management Los Altos / Menlo Park CA 07/2019 10/2023
Traveka Wealth, Llc San Jose CA 10/2023 Present
  • 04/2018 → 06/2019
    United Capital Financial Advisors
    Los Altos, CA
  • 10/2016 → 10/2017
    Rehab And Recovery From Car Accident (Hit By Car While Running)
    Burlingame, CA
  • 11/2017 → 03/2018
    Job Search
    Burlingame, CA
  • 07/2019 → 10/2023
    Goldman Sachs Personal Financial Management
    Los Altos / Menlo Park, CA
  • 10/2023 → Present
    Traveka Wealth, Llc
    San Jose, CA
Previous Registrations
Designations

View on SEC IAPD

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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

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