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Vivian Marie Segura

Brio Financial Group

San Francisco, CA

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Current Employers
Brio Financial Group

19 Sutter Street, San Francisco, CA 94104 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-06-05
  • CA RA
    APPROVED
    Since 2025-06-05

Branch Locations

19 Sutter Street, San Francisco, CA 94104 • 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
Brio Financial Group San Francisco CA 06/2025 Present
Brio Financial Group San Francisco CA 09/2022 05/2025
Financial Partners Credit Union Downey CA 07/2019 10/2022
Youth Policy Institute Los Angeles CA 09/2018 07/2019
Arizona State University Mesa AZ 02/2018 08/2018
Subway Mesa AZ 09/2017 02/2018
Arizona State University Mesa AZ 06/2015 09/2017
  • 06/2025 → Present
    Brio Financial Group
    San Francisco, CA
  • 09/2022 → 05/2025
    Brio Financial Group
    San Francisco, CA
  • 07/2019 → 10/2022
    Financial Partners Credit Union
    Downey, CA
  • 09/2018 → 07/2019
    Youth Policy Institute
    Los Angeles, CA
  • 02/2018 → 08/2018
    Arizona State University
    Mesa, AZ
  • 09/2017 → 02/2018
    Subway
    Mesa, AZ
  • 06/2015 → 09/2017
    Arizona State University
    Mesa, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-28
  • S65 Uniform Investment Adviser Law Examination
    2025-05-28

View on SEC IAPD

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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