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535 Middlefield Road Suite 160, Menlo Park, CA 94025 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-07 |
Branch Locations
535 Middlefield Road Suite 160, Menlo Park, CA 94025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Opes Advisors, Inc. | Palo Alto | CA | 06/2009 | 12/2018 |
| Opes Wealth Management Llc | Menlo Park | CA | 01/2019 | Present |
Wintrust Mortgage 750 Menlo Ave, Suite 250-A19, Menlo Park, CA 94025 Position: Senior Mortgage Consultant Hours: 160 hours/month Hours during securities trading hours: 128 hours/month Start date: December 2023
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-09-25 |
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