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1731 Technology Drive Suite 810, San Jose, CA 95110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Silicon Valley Capital Partners, L.P. | San Jose | CA | 09/2024 | Present |
| Private Uhnwi | Atherton | CA | 08/2019 | 03/2023 |
| Wade Financial Advisory, Inc. | Campbell | CA | 06/2008 | 07/2017 |
| Homemaking | San Jose | CA | 03/2023 | 09/2024 |
| Homemaking | San Jose | CA | 07/2017 | 08/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-05 |
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