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John Joon-Sang Cha

Klesis Advisors, LLC

Walnut Creek, CA

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Current Employers
Klesis Advisors, Llc

2121 N. California Blvd. Suite 290, Walnut Creek, CA 94596 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-06-29
CA RA APPROVED 2021-03-23
  • TX RA
    APPROVED
    Since 2022-06-29
  • CA RA
    APPROVED
    Since 2021-03-23

Branch Locations

2121 N. California Blvd. Suite 290, Walnut Creek, CA 94596 • 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
Tla Capital Management, Llc / Twin Lakes Capital Managment, Llc Redwood Shores CA 05/2003 12/2020
Vbl Advisors Llc Walnut Creek CA 01/2021 05/2026
Klesis Advisors, Llc Walnut Creek CA 05/2026 Present
  • 05/2003 → 12/2020
    Tla Capital Management, Llc / Twin Lakes Capital Managment, Llc
    Redwood Shores, CA
  • 01/2021 → 05/2026
    Vbl Advisors Llc
    Walnut Creek, CA
  • 05/2026 → Present
    Klesis Advisors, Llc
    Walnut Creek, CA
Previous Registrations
  • 2018-04-20 → 2021-03-17
    Twin Lakes Capital
    Redwood Shores, CA
  • 2016-03-23 → 2017-12-31
    Tla Capital Management, Llc
    Redwood Shores, CA
  • 2008-12-24 → 2015-12-31
    Tla Capital Management, Llc
    Redwood Shores, CA
  • 2005-12-06 → 2013-09-25
    Twin Lakes Capital
    Redwood Shores, CA
  • 2006-10-20 → 2006-12-31
    Tla Capital Management, Llc
    Redwood Shores, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-08-12
  • S63 Uniform Securities Agent State Law Examination
    1993-08-12
Other Names
  • John Joonsang Cha

View on SEC IAPD

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