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Joshua Michael Gatti

Morling Financial Advisors, LLC

Fremont, CA

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Current Employers
Morling Financial Advisors, Llc

39355 California Street Suite 201A, Fremont, CA 94538-1447 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-23
  • CA RA
    APPROVED
    Since 2025-12-23

Branch Locations

39355 California Street Suite 201A, Fremont, CA 94538-1447 • 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
Morling Financial Advisors Fremont CA 02/2025 Present
Unemployed Dublin CA 07/2024 02/2025
Santa Clara University Santa Clara CA 06/2022 07/2024
Jvm Lending Walnut Creek CA 10/2019 06/2022
Lending Club San Francisco CA 10/2017 09/2019
Patelco Credit Union San Francisco CA 09/2015 09/2017
  • 02/2025 → Present
    Morling Financial Advisors
    Fremont, CA
  • 07/2024 → 02/2025
    Unemployed
    Dublin, CA
  • 06/2022 → 07/2024
    Santa Clara University
    Santa Clara, CA
  • 10/2019 → 06/2022
    Jvm Lending
    Walnut Creek, CA
  • 10/2017 → 09/2019
    Lending Club
    San Francisco, CA
  • 09/2015 → 09/2017
    Patelco Credit Union
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-23
  • S65 Uniform Investment Adviser Law Examination
    2025-12-23

View on SEC IAPD

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Other Offices

AJAY AGRAWAL · FREMONT, CA
PARAH CAPITAL MANAGEMENT, LLC · FREMONT, CA
WELLS FARGO CLEARING SERVICES, LLC · FREMONT, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FREMONT, CA
J.P. MORGAN SECURITIES LLC · Fremont, CA
CETERA INVESTMENT ADVISERS LLC · FREMONT, CA
WELLS FARGO CLEARING SERVICES, LLC · FREMONT, CA
CITIGROUP GLOBAL MARKETS INC. · FREMONT, CA

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