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Nicolas Paul, Renaud Vieville

Morling Financial Advisors, LLC

Fremont, CA

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Current Employers
Morling Financial Advisors, Llc

39355 California Street Suite 201A, Fremont, CA 94538-1447 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-16
  • CA RA
    APPROVED
    Since 2025-01-16

Branch Locations

39355 California Street Suite 201A, Fremont, CA 94538-1447 • 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
Morling Financial Advisors Fremont CA 02/2024 Present
Unemployed Palo Alto CA 07/2023 02/2024
Performant Manufacturing San Diego CA 01/2022 07/2023
Unemployed San Diego CA 04/2021 01/2022
Universite Laval Quebec, Qc 07/2019 04/2021
General Mills Paris 02/2019 07/2019
Toulouse Business School Paris 12/2018 02/2019
Overseas Food Trading Fort Lee NJ 08/2018 12/2018
Toulouse Business School Toulouse 09/2017 08/2018
Stockholms Universitet Stockholm 08/2016 09/2017
  • 02/2024 → Present
    Morling Financial Advisors
    Fremont, CA
  • 07/2023 → 02/2024
    Unemployed
    Palo Alto, CA
  • 01/2022 → 07/2023
    Performant Manufacturing
    San Diego, CA
  • 04/2021 → 01/2022
    Unemployed
    San Diego, CA
  • 07/2019 → 04/2021
    Universite Laval
    Quebec, Qc
  • 02/2019 → 07/2019
    General Mills
    Paris
  • 12/2018 → 02/2019
    Toulouse Business School
    Paris
  • 08/2018 → 12/2018
    Overseas Food Trading
    Fort Lee, NJ
  • 09/2017 → 08/2018
    Toulouse Business School
    Toulouse
  • 08/2016 → 09/2017
    Stockholms Universitet
    Stockholm
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-16
  • S65 Uniform Investment Adviser Law Examination
    2025-01-16

View on SEC IAPD

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Other Offices

AJAY AGRAWAL · FREMONT, CA
PARAH CAPITAL MANAGEMENT, LLC · FREMONT, CA
WELLS FARGO CLEARING SERVICES, LLC · FREMONT, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FREMONT, CA
J.P. MORGAN SECURITIES LLC · Fremont, CA
CETERA INVESTMENT ADVISERS LLC · FREMONT, CA
WELLS FARGO CLEARING SERVICES, LLC · FREMONT, CA
CITIGROUP GLOBAL MARKETS INC. · FREMONT, CA

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