Best Investors Account Sign in
Current Employers
Waverley Wealth Management Llc

2570 W. El Camino Real Suite 680, Mountain View, CA 94040 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-01-12
CA RA APPROVED 2011-04-11
  • TX RA
    APPROVED_RES
    Since 2023-01-12
  • CA RA
    APPROVED
    Since 2011-04-11

Branch Locations

2570 W. El Camino Real, Suite 680, Mountain View, CA 94040 • 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
Bicker & Company Cpa'S, Inc. Los Altos CA 09/1995 Present
Waverley Wealth Management Llc Mountain View CA 01/2011 Present
Previous Registrations
  • 2008-09-29 → 2011-03-25
    Martin Thomas Wealth Management
    Los Altos, CA
Other Businesses

1. BICKER & COMPANY CPAS INC.; NOT INVESTMENT-RELATED; 2570 W. EL CAMINO REAL, SUITE 200 MOUNTAIN VIEW, CA 94040; CERTIFIED PUBLIC ACCOUNTANT (CPA) FIRM; PRESIDENT; SINCE 1995; 50% OF HIS TIME.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-10-30
  • S65 Uniform Investment Adviser Law Examination
    2008-10-30
Other Names
  • Martin [None] Bicker

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Mountain View, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor