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Current Employers
Wealthfront Advisers Llc

261 Hamilton Ave., Palo Alto, CA 94301 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-05-12
  • CA RA
    APPROVED
    Since 2026-05-12

Branch Locations

San Carlos, CA • United States

261 Hamilton Ave., Palo Alto, CA 94301 • 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
Wealthfront Brokerage Llc Palo Alto CA 10/2025 Present
Backbone Atherton CA 11/2024 08/2025
Unemployed San Carlos CA 08/2025 10/2025
Earnin Palo Alto CA 01/2023 10/2024
Unemployed San Carlos CA 10/2022 12/2022
Brightedge Foster City CA 07/2022 09/2022
Unemployed San Carlos CA 06/2022 06/2022
Menlo College Atherton CA 08/2018 05/2022
Enterprise Holdings Belmont CA 06/2021 08/2021
Road Runner Sports San Carlos CA 01/2022 05/2022
Neiman Marcus Palo Alto CA 10/2020 01/2021
Sequoia High School Redwood City CA 08/2014 06/2018
Unemployed San Carlos CA 06/2018 08/2018
  • 10/2025 → Present
    Wealthfront Brokerage Llc
    Palo Alto, CA
  • 11/2024 → 08/2025
    Backbone
    Atherton, CA
  • 08/2025 → 10/2025
    Unemployed
    San Carlos, CA
  • 01/2023 → 10/2024
    Earnin
    Palo Alto, CA
  • 10/2022 → 12/2022
    Unemployed
    San Carlos, CA
  • 07/2022 → 09/2022
    Brightedge
    Foster City, CA
  • 06/2022 → 06/2022
    Unemployed
    San Carlos, CA
  • 08/2018 → 05/2022
    Menlo College
    Atherton, CA
  • 06/2021 → 08/2021
    Enterprise Holdings
    Belmont, CA
  • 01/2022 → 05/2022
    Road Runner Sports
    San Carlos, CA
  • 10/2020 → 01/2021
    Neiman Marcus
    Palo Alto, CA
  • 08/2014 → 06/2018
    Sequoia High School
    Redwood City, CA
  • 06/2018 → 08/2018
    Unemployed
    San Carlos, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-19
  • S66 Uniform Combined State Law Examination
    2026-02-19

View on SEC IAPD

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