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Ariana Alisjahbana

North Berkeley Wealth Management, LLC

Berkeley, CA

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Current Employers
North Berkeley Wealth Management, Llc

1995 El Dorado Ave, Berkeley, CA 94707 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-07-07
  • CA RA
    APPROVED
    Since 2022-07-07

Branch Locations

1995 El Dorado Ave, Berkeley, CA 94707 • 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
Alibaba Group Hangzhou 10/2016 10/2018
Travel New York NY 11/2018 07/2019
Rocket Lawyer San Francisco CA 08/2019 06/2020
Brightplan San Jose CA 07/2020 01/2022
North Berkeley Wealth Management Berkeley CA 01/2022 Present
Unemployed Berkeley CA 06/2016 09/2016
  • 10/2016 → 10/2018
    Alibaba Group
    Hangzhou
  • 11/2018 → 07/2019
    Travel
    New York, NY
  • 08/2019 → 06/2020
    Rocket Lawyer
    San Francisco, CA
  • 07/2020 → 01/2022
    Brightplan
    San Jose, CA
  • 01/2022 → Present
    North Berkeley Wealth Management
    Berkeley, CA
  • 06/2016 → 09/2016
    Unemployed
    Berkeley, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-07
  • S65 Uniform Investment Adviser Law Examination
    2022-07-07
Designations

View on SEC IAPD

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ASHLEY COONS
HAMED RASHIDPOUR

Other Offices

BLUME CAPITAL MANAGEMENT, INC. · BERKELEY, CA
FUTURE FRONTIER CAPITAL, LLC · BERKELEY, CA
VOLEON CAPITAL MANAGEMENT LP · BERKELEY, CA
CITIGROUP GLOBAL MARKETS INC. · Berkeley, CA
Z21 VENTURES MANAGEMENT COMPANY, LLC · BERKELEY, CA
STRATEGIC ADVISERS LLC · BERKELEY, CA
LPL FINANCIAL LLC · BERKELEY, CA
CHARLES SCHWAB & CO., INC. · Berkeley, CA

More in Berkeley, CA

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