Best Investors Account Sign in
Inactive

Eric Kho

Ro2 Wealth

Berkeley, CA

Claim This Profile
Current Employers
Ro2 Wealth

2991 Sacramento St Unit # 177, Berkeley, CA 94702 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-04-10
  • CA RA
    APPROVED
    Since 2025-04-10

Branch Locations

2991 Sacramento St, Unit #177, Berkeley, CA 94702 • 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
Takeoff Technologies Boston ME 05/2021 11/2023
Lark Health Mountain View CA 05/2018 12/2019
Blackrock San Francisco CA 08/2016 05/2018
Self Employed Oakland CA 12/2019 05/2021
Self Employed Oakland CA 12/2023 01/2025
Ro2 Wealth Berkeley CA 01/2025 Present
  • 05/2021 → 11/2023
    Takeoff Technologies
    Boston, ME
  • 05/2018 → 12/2019
    Lark Health
    Mountain View, CA
  • 08/2016 → 05/2018
    Blackrock
    San Francisco, CA
  • 12/2019 → 05/2021
    Self Employed
    Oakland, CA
  • 12/2023 → 01/2025
    Self Employed
    Oakland, CA
  • 01/2025 → Present
    Ro2 Wealth
    Berkeley, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-23
  • S65 Uniform Investment Adviser Law Examination
    2024-08-23

View on SEC IAPD

Other Firms

BLUME CAPITAL MANAGEMENT, INC.
FUTURE FRONTIER CAPITAL, LLC
VOLEON CAPITAL MANAGEMENT LP
CITIGROUP GLOBAL MARKETS INC.
Z21 VENTURES MANAGEMENT COMPANY, LLC
STRATEGIC ADVISERS LLC
LPL FINANCIAL LLC
CHARLES SCHWAB & CO., INC.

Other Investors

JEFFREY VALENTINE ST. CLAIRE
PETER BRAY REIDENBACH
Samaya Patel
AMY STOEPLER THACHER
DARREN SCOTT TAGGART
Mark Lawrence Hortizuela Cortez
ASHLEY COONS
HAMED RASHIDPOUR

Other Offices

BLUME CAPITAL MANAGEMENT, INC. · BERKELEY, CA
FUTURE FRONTIER CAPITAL, LLC · BERKELEY, CA
VOLEON CAPITAL MANAGEMENT LP · BERKELEY, CA
CITIGROUP GLOBAL MARKETS INC. · Berkeley, CA
Z21 VENTURES MANAGEMENT COMPANY, LLC · BERKELEY, CA
STRATEGIC ADVISERS LLC · BERKELEY, CA
LPL FINANCIAL LLC · BERKELEY, CA
CHARLES SCHWAB & CO., INC. · Berkeley, CA

More in Berkeley, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor