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Peter Chen Trinh

Wealth Architects, LLC

Mountain View, CA

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Current Employers
Wealth Architects, Llc

800 West El Camino Real Suite 201, Mountain View, CA 94040 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-01-29
  • CA RA
    APPROVED
    Since 2024-01-29

Branch Locations

800 West El Camino Real Suite 201, 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
Northwestern Mutual Investment Services Llc San Jose CA 08/2015 01/2020
Douglas Miller San Jose CA 11/2015 01/2020
Michael Byrne San Francisco CA 06/2018 01/2020
Wealth Architects Mountain View CA 01/2024 Present
Sand Hill Global Advisors Palo Alto CA 01/2020 09/2023
Unemployed San Jose CA 09/2023 01/2024
  • 08/2015 → 01/2020
    Northwestern Mutual Investment Services Llc
    San Jose, CA
  • 11/2015 → 01/2020
    Douglas Miller
    San Jose, CA
  • 06/2018 → 01/2020
    Michael Byrne
    San Francisco, CA
  • 01/2024 → Present
    Wealth Architects
    Mountain View, CA
  • 01/2020 → 09/2023
    Sand Hill Global Advisors
    Palo Alto, CA
  • 09/2023 → 01/2024
    Unemployed
    San Jose, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2016-02-13
  • S63 Uniform Securities Agent State Law Examination
    2016-02-13
Designations
Other Names
  • Peter Chen Trinh
  • Peter Chen Trinh

View on SEC IAPD

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NOOSPHERE VENTURES MANAGEMENT COMPANY, LLC
EL CAMINO GLOBAL CAPITAL, LLC
AP INVESTMENT MANAGEMENT
NIMBLE VENTURE STUDIO LLC
OSAIC ADVISORY SERVICES, LLC
ELEFUND MANAGEMENT COMPANY, LLC
ALPHASKEW MC, LLC

Other Investors

Jack H Teale
Jin W Shin
Brenda Castellanos Rojas
Serop Kupelian
Shahrzad Keshavarz Adeli
MARK RICHARD GORDON
Jessica Ng
LILLIAN GRACE SWENSON

Other Offices

J.P. MORGAN SECURITIES LLC · MOUNTAIN VIEW, CA
NOOSPHERE VENTURES MANAGEMENT COMPANY, LLC · MOUNTAIN VIEW, CA
EL CAMINO GLOBAL CAPITAL, LLC · MOUNTAIN VIEW, CA
AP INVESTMENT MANAGEMENT · MOUNTAIN VIEW, CA
NIMBLE VENTURE STUDIO LLC · MOUNTAIN VIEW, CA
OSAIC ADVISORY SERVICES, LLC · MOUNTAIN VIEW, CA
ELEFUND MANAGEMENT COMPANY, LLC · MOUNTAIN VIEW, CA
ALPHASKEW MC, LLC · MOUNTAIN VIEW, CA

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