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David George Sylvester

Cavu Wealth Advisors, LLC

Walnut Creek, CA

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Current Employers
Cavu Wealth Advisors, Llc

1220 Oakland Blvd. Suite 200, Walnut Creek, CA 94596 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-05-07
TX RA APPROVED_RES 2026-05-07
VA RA APPROVED 2026-05-07
  • CA RA
    APPROVED
    Since 2026-05-07
  • TX RA
    APPROVED_RES
    Since 2026-05-07
  • VA RA
    APPROVED
    Since 2026-05-07

Branch Locations

1220 Oakland Blvd. Suite 200, Walnut Creek, CA 94596 • 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
Cavu Wealth Advisors Moraga CA 09/2009 04/2023
Blue Trust Walnut Creek CA 05/2023 04/2026
Cavu Wealth Advisors, Llc Walnut Creek CA 05/2026 Present
  • 09/2009 → 04/2023
    Cavu Wealth Advisors
    Moraga, CA
  • 05/2023 → 04/2026
    Blue Trust
    Walnut Creek, CA
  • 05/2026 → Present
    Cavu Wealth Advisors, Llc
    Walnut Creek, CA
Previous Registrations
  • 2019-01-11 → 2023-05-29
    Cavu Wealth Advisors
    Walnut Creek, CA
  • 2009-10-21 → 2018-12-31
    Cavu Wealth Advisors
    Walnut Creek, CA
  • 2009-06-18 → 2009-09-15
    Cetera Wealth Services, Llc
    Walnut Creek, CA
  • 2008-05-19 → 2008-08-22
    B|O|S
    San Francisco, CA
  • 2006-05-30 → 2007-04-25
    Morrison & Frazier, Llc
    Lafayette, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2009-05-14
  • S63 Uniform Securities Agent State Law Examination
    2009-05-14
Designations

View on SEC IAPD

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OSAIC WEALTH, INC.

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Annie Claire Klopstock
Alex Kyle Soderberg

Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

More in Walnut Creek, CA

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