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Charles Duc Huy Tran

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 2024-05-28
  • CA RA
    APPROVED
    Since 2024-05-28

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
Red Lobster Hospitality Llc San Jose CA 04/2016 11/2017
Full Time Student San Jose CA 11/2017 05/2018
Varian Medical Systems Palo Alto CA 05/2018 08/2018
Full Time Student San Jose CA 08/2018 01/2019
Kla Milpitas CA 01/2019 10/2020
Atlassian San Francisco CA 10/2020 04/2021
Silicon Valley Wealth Advisors San Jose CA 04/2021 11/2023
Allworth Financial Folsom CA 12/2023 05/2024
Wealth Architects, Llc Mountain View CA 05/2024 Present
  • 04/2016 → 11/2017
    Red Lobster Hospitality Llc
    San Jose, CA
  • 11/2017 → 05/2018
    Full Time Student
    San Jose, CA
  • 05/2018 → 08/2018
    Varian Medical Systems
    Palo Alto, CA
  • 08/2018 → 01/2019
    Full Time Student
    San Jose, CA
  • 01/2019 → 10/2020
    Kla
    Milpitas, CA
  • 10/2020 → 04/2021
    Atlassian
    San Francisco, CA
  • 04/2021 → 11/2023
    Silicon Valley Wealth Advisors
    San Jose, CA
  • 12/2023 → 05/2024
    Allworth Financial
    Folsom, CA
  • 05/2024 → Present
    Wealth Architects, Llc
    Mountain View, CA
Previous Registrations
  • 2023-12-07 → 2024-05-07
    Allworth Financial, L.P.
    Folsom, CA
    San Jose, CA
  • 2023-01-24 → 2024-01-02
    Silicon Valley Wealth Advisors, Llc
    San Jose, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-08-21
  • S65 Uniform Investment Adviser Law Examination
    2021-08-21
Designations

View on SEC IAPD

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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

More in Mountain View, CA

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