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95 Third St, 2Nd Floor, San Francisco, CA 94103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-05-16 |
Branch Locations
San Francisco, CA • United States
95 Third St, 2Nd Floor, San Francisco, CA 94103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Opes Advisors | Palo Alto | CA | 11/2012 | 10/2017 |
| Wealthfront | Redwood City | CA | 12/2017 | 11/2023 |
| Unemployed | Redwood City | CA | 12/2023 | 02/2024 |
| Cache Securities Llc | San Francisco | CA | 03/2024 | Present |
| Cache Advisors Llc | San Francisco | CA | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-02-26 |
| S65 | Uniform Investment Adviser Law Examination | 2013-11-07 |
| S66 | Uniform Combined State Law Examination | 2006-10-02 |
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