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261 Hamilton Ave., Palo Alto, CA 94301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-02-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Oakland | CA | 08/2016 | 10/2016 |
| Wealthfront Inc. | Redwood City | CA | 10/2016 | 04/2022 |
| Wealthfront Brokerage Llc | Palo Alto | CA | 01/2024 | Present |
| Unemployed | Oakland | CA | 04/2022 | 01/2023 |
| Earnin | Palo Alto | CA | 01/2023 | 01/2024 |
1) NOB: CA Dept of Insurance. TITLE: Insurance Agent. START DATE: 05.24.2010. Not Investment Related. 2) Online business that sells digital illustrations and stationary through Etsy. Not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-02-18 |
| S63 | Uniform Securities Agent State Law Examination | 2008-10-30 |
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