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Cynthia Marie Gaertner-Bridges

Kuleana Wealth Advisors

Los Altos, CA

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Current Employers
Kuleana Wealth Advisors

164 Main Street Suite 210, Los Altos, CA 94022 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2010-08-25
  • CA RA
    APPROVED
    Since 2010-08-25

Branch Locations

164 Main Street Suite 210, Los Altos, CA 94022 • 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
Kuleana Wealth Advisors, Llc Los Altos CA 03/2010 Present
  • 03/2010 → Present
    Kuleana Wealth Advisors, Llc
    Los Altos, CA
Previous Registrations
  • 2016-01-06 → 2016-05-17
    Wealthscape Advisors, Llc
    Los Altos, CA
    Boulder Creek, CA
  • 2009-06-11 → 2010-08-18
    Founders Financial Network, Llc
    Cupertino, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-06-02
  • S65 Uniform Investment Adviser Law Examination
    2009-06-02
Designations
Other Names
  • Cynthia M. Gaertner
  • Cynthia M Gaertner-Bridges

View on SEC IAPD

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Other Offices

EDWARD JONES · LOS ALTOS, CA
GATES PASS ADVISORS, LLC · LOS ALTOS, CA
TSINGYUAN VENTURES LLC · LOS ALTOS, CA
VIDI LLC · LOS ALTOS, CA
LPL FINANCIAL LLC · LOS ALTOS, CA
THREE BRIDGE WEALTH ADVISORS · LOS ALTOS, CA
CHARLES SCHWAB & CO., INC. · Los Altos, CA
FRANK ELMER INVESTMENT STRATEGIES LLC · LOS ALTOS, CA

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