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Nicholas Parker Venezia

California Financial Advisors

San Ramon, CA

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Current Employers
California Financial Advisors

12657 Alcosta Blvd Suite 470, San Ramon, CA 94583 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-28
CA RA APPROVED 2025-03-29
  • TX RA
    APPROVED
    Since 2025-10-28
  • CA RA
    APPROVED
    Since 2025-03-29

Branch Locations

12657 Alcosta Blvd Suite 470, San Ramon, CA 94583 • 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
Self Employed Danville CA 06/2015 06/2021
Cubix Asset Management Llc Danville CA 06/2020 07/2020
Santa Clara University Santa Clara CA 09/2017 06/2021
Page Mill Winery Livermore CA 09/2021 12/2021
Colliers International San Francisco CA 01/2022 04/2023
Unemployed Danville CA 04/2023 11/2023
California Financial Advisors San Ramon CA 11/2023 Present
  • 06/2015 → 06/2021
    Self Employed
    Danville, CA
  • 06/2020 → 07/2020
    Cubix Asset Management Llc
    Danville, CA
  • 09/2017 → 06/2021
    Santa Clara University
    Santa Clara, CA
  • 09/2021 → 12/2021
    Page Mill Winery
    Livermore, CA
  • 01/2022 → 04/2023
    Colliers International
    San Francisco, CA
  • 04/2023 → 11/2023
    Unemployed
    Danville, CA
  • 11/2023 → Present
    California Financial Advisors
    San Ramon, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-28
  • S65 Uniform Investment Adviser Law Examination
    2025-03-28
Other Names
  • Nick Venezia

View on SEC IAPD

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Other Investors

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NOLAN MITCHELL PARKER
SCOTT PATRICK KELLEY
Nathan Thomas Bennett
Donald Alan Ledoux
CODY CARL SMITH
Tyler Andrew Bailey
Daschel Elias Grammer

Other Offices

BROOKER WEALTH MANAGEMENT · San Ramon, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · San Ramon, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · San Ramon, CA
EAGLE STRATEGIES LLC · SAN RAMON, CA
EAGLE STRATEGIES LLC · SAN RAMON, CA
EAGLE STRATEGIES LLC · SAN RAMON, CA
EAGLE STRATEGIES LLC · SAN RAMON, CA
INTEGRITY ALLIANCE, LLC. · San Ramon, CA

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