Best Investors Account Sign in
Inactive

Elizabeth Michelle Misak

True Link Financial Advisors

San Francisco, CA

San Diego, CA

Claim This Profile
Current Employers
True Link Financial Advisors

505 Montgomery St. 11Th Floor, San Francisco, CA 94111 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-01-04
  • CA RA
    APPROVED
    Since 2022-01-04

Branch Locations

505 Montgomery St. 11Th Floor, San Francisco, CA 94111 • United States

San Diego, CA • 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
Valley Forge Products Llc San Diego CA 01/2013 01/2017
N/A San Diego CA 01/2017 06/2017
Hynes Advisory Inc. Dba Hearthstone San Diego CA 06/2017 11/2021
Aspiriant, Llc San Diego CA 12/2021 12/2021
True Link Financial Advisors Llc San Francisco CA 01/2022 Present
  • 01/2013 → 01/2017
    Valley Forge Products Llc
    San Diego, CA
  • 01/2017 → 06/2017
    N/A
    San Diego, CA
  • 06/2017 → 11/2021
    Hynes Advisory Inc. Dba Hearthstone
    San Diego, CA
  • 12/2021 → 12/2021
    Aspiriant, Llc
    San Diego, CA
  • 01/2022 → Present
    True Link Financial Advisors Llc
    San Francisco, CA
Previous Registrations
  • 2017-07-10 → 2021-12-31
    Hearthstone | Private Wealth Management
    San Diego, CA
  • 2021-12-03 → 2021-12-20
    Aspiriant, Llc
    Los Angeles, CA
    San Diego, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-07-10
S63 Uniform Securities Agent State Law Examination 1995-10-11
  • S65 Uniform Investment Adviser Law Examination
    2017-07-10
  • S63 Uniform Securities Agent State Law Examination
    1995-10-11
Other Names
  • Elizabeth Michelle Conrad

View on SEC IAPD

Other Firms

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

Other Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS
MARK ALLAN ANDERSON
RALPH MELVILLE DRYBROUGH
PAUL ROBERT TOUCHSTONE
Jacob David Mahoney
ROBIN TICKNOR BRINCKERHOFF

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

More in San Francisco, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor