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Sarah Swift Brandon

Rebalance LLC

Palo Alto, CA

Santa Barbara, CA

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Current Employers
Rebalance Llc

635 Bryant Street #6, Palo Alto, CA 94301 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2011-09-28
  • CA RA
    APPROVED
    Since 2011-09-28

Branch Locations

635 Bryant Street #6, Palo Alto, CA 94301 • United States

Santa Barbara, 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
Rebalance Llc Palo Alto CA 08/2011 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-09-01
  • S65 Uniform Investment Adviser Law Examination
    2009-09-01

View on SEC IAPD

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