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Current Employers
Wealthfront Advisers Llc

261 Hamilton Ave., Palo Alto, CA 94301 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-05-11
  • CA RA
    APPROVED
    Since 2022-05-11

Branch Locations

261 Hamilton Ave., Palo Alto, CA 94301 • 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
Crosby's Marketplace Marblehead MA 09/2018 12/2021
Wealthfront Boston MA 01/2022 Present
Cvs Central Falls RI 01/2017 09/2018
Ric Dining Hall Providence RI 09/2016 01/2017
  • 09/2018 → 12/2021
    Crosby's Marketplace
    Marblehead, MA
  • 01/2022 → Present
    Wealthfront
    Boston, MA
  • 01/2017 → 09/2018
    Cvs
    Central Falls, RI
  • 09/2016 → 01/2017
    Ric Dining Hall
    Providence, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-10
  • S66 Uniform Combined State Law Examination
    2022-05-10

View on SEC IAPD

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