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Current Employers
Gordian Wealth Advisors, Llc

100 B Shoreline Hwy Suite 302, Mill Valley, CA 94941 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2019-02-01
  • CA RA
    APPROVED
    Since 2019-02-01

Branch Locations

74-710 Highway 111 Suite 102, Palm Desert, CA 92260 • United States

100 B Shoreline Hwy Suite 302, Mill Valley, CA 94941 • 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
Gordian Wealth Advisors, Llc Palm Desert CA 01/2019 Present
Zeta Global San Mateo CA 11/2013 12/2018
Other Businesses

Jowitt Consulting, Partner, Not investment-related, Since August 2018, 0 hours per month spent.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-02-01
S63 Uniform Securities Agent State Law Examination 1996-03-07
  • S65 Uniform Investment Adviser Law Examination
    2019-02-01
  • S63 Uniform Securities Agent State Law Examination
    1996-03-07

View on SEC IAPD

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