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261 Hamilton Ave., Palo Alto, CA 94301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealthfront Brokerage Llc | Palo Alto | CA | 12/2024 | Present |
| Unemployed | San Francisco | CA | 08/2024 | 12/2024 |
| Hult International Business School | San Francisco | CA | 09/2023 | 08/2024 |
| Itau Unibanco Sa | Rio De Janeiro | 10/2018 | 08/2023 | |
| Jgp Wealth Management | Rio De Janeiro | 04/2014 | 10/2018 | |
| Unemployed | San Francisco | CA | 08/2023 | 09/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-01 |
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