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Oona Rokyta

Wealthspire Advisors

San Rafael, CA

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Current Employers
Wealthspire Advisors

521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-13
  • CA RA
    APPROVED
    Since 2025-03-13

Branch Locations

100 Smith Ranch Road, Suite 300, San Rafael, CA 94903 • 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
Honeybook San Francisco CA 10/2015 12/2023
Lance Global Inc San Francisco CA 01/2018 02/2023
Asti Financial Management San Francisco CA 02/2023 03/2024
Wealthspire Advisors San Francisco CA 04/2024 Present
  • 10/2015 → 12/2023
    Honeybook
    San Francisco, CA
  • 01/2018 → 02/2023
    Lance Global Inc
    San Francisco, CA
  • 02/2023 → 03/2024
    Asti Financial Management
    San Francisco, CA
  • 04/2024 → Present
    Wealthspire Advisors
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-10
  • S65 Uniform Investment Adviser Law Examination
    2025-03-10

View on SEC IAPD

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Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · SAN RAFAEL, CA
HCM WEALTH · SAN RAFAEL, CA
O'DONNELL FINANCIAL SERVICES, LLC · SAN RAFAEL, CA
MADRONE INVESTMENT ADVISORY, LLC · SAN RAFAEL, CA
FIDUCIARY FINANCIAL GROUP, LLC · SAN RAFAEL, CA
MORGAN STANLEY · SAN RAFAEL, CA
INDEPENDENT FINANCIAL GROUP, LLC · San Rafael, CA
EDWARD JONES · San Rafael, CA

More in San Rafael, CA

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