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Taras Zatvarskiy

Grant Private Wealth Management

Pleasanton, CA

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Current Employers
Grant Private Wealth Management

4683 Chabot Drive Suite 101, Pleasanton, CA 94588 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-05-09
TX RA APPROVED 2025-05-09
  • CA RA
    APPROVED
    Since 2025-05-09
  • TX RA
    APPROVED
    Since 2025-05-09

Branch Locations

4683 Chabot Drive Suite 101, Pleasanton, CA 94588 • 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
Grant Private Wealth Management, Inc. Pleasanton CA 05/2025 Present
Grant Private Wealth Management, Inc. Pleasanton CA 10/2023 04/2025
Nordstrom Walnut Creek CA 01/2016 01/2024
  • 05/2025 → Present
    Grant Private Wealth Management, Inc.
    Pleasanton, CA
  • 10/2023 → 04/2025
    Grant Private Wealth Management, Inc.
    Pleasanton, CA
  • 01/2016 → 01/2024
    Nordstrom
    Walnut Creek, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-24
  • S65 Uniform Investment Adviser Law Examination
    2025-04-24
Other Names
  • Taras Zatvarskiy

View on SEC IAPD

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Other Offices

PRUDENT PROSPERA PLANNING, INC. · PLEASANTON, CA
CETERA INVESTMENT ADVISERS LLC · PLEASANTON, CA
PANDECT CATALYST FUND MANAGEMENT LLC · PLEASANTON, CA
ADAP TAX FINANCIAL, INC. · PLEASANTON, CA
BUCK WEALTH STRATEGIES, LLC · PLEASANTAN, CA
DEJARNATT, PAUL E · PLEASANTON, CA
LPL FINANCIAL LLC · PLEASANTON, CA
LEGACY WEALTH MANAGEMENT, LLC · Pleasanton, CA

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