Henry Steven Reed

2051 Grant Road Suite 240, Los Altos, CA 94024-6913 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-08-15

Branch Locations

Redwood City, CA • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Oneascent Financial Solutions, Llc	Birmingham	AL	12/2018	06/2020
Seasonal Freelance Work	San Jose	CA	05/2017	10/2018
San Jose State University	San Jose	CA	08/2012	05/2017
Charles Schwab	Los Gatos	CA	07/2020	09/2020
Pwjohnson Wealth And Legacy	Los Altos	CA	09/2020	01/2021
Assetmark Financial, Inc.	Mountain View	CA	01/2021	10/2023
Pwjohnson Wealth And Legacy	Los Altos	CA	10/2018	07/2020
Silicon Valley Capital Partners	San Jose	CA	10/2023	05/2024
Griffin Black, Llc (Fka Griffin Black, Inc.)	Redwood City	CA	08/2024	01/2025
Pwjohnson Wealth And Legacy, Llc	Los Altos	CA	07/2025	Present
N/A	Redwood City	CA	02/2025	06/2025

12/2018 → 06/2020

Oneascent Financial Solutions, Llc

Birmingham, AL
05/2017 → 10/2018

Seasonal Freelance Work

San Jose, CA
08/2012 → 05/2017

San Jose State University

San Jose, CA
07/2020 → 09/2020

Charles Schwab

Los Gatos, CA
09/2020 → 01/2021

Pwjohnson Wealth And Legacy

Los Altos, CA
01/2021 → 10/2023

Assetmark Financial, Inc.

Mountain View, CA
10/2018 → 07/2020

Pwjohnson Wealth And Legacy

Los Altos, CA
10/2023 → 05/2024

Silicon Valley Capital Partners

San Jose, CA
08/2024 → 01/2025

Griffin Black, Llc (Fka Griffin Black, Inc.)

Redwood City, CA
07/2025 → Present

Pwjohnson Wealth And Legacy, Llc

Los Altos, CA
02/2025 → 06/2025

N/A

Redwood City, CA

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-05-13

Other Firms