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Chitra Raghavan Staley

Tpw Finance LLC

Mountain View, CA

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Current Employers
Tpw Finance Llc

Mountain View, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-17
  • CA RA
    APPROVED
    Since 2025-01-17

Branch Locations

Mountain View, CA • 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
Beacon Pointe Wealth Advisors, Llc Newport Beach CA 01/2016 06/2019
Beacon Pointe Advisors, Llc Newport Beach CA 01/2016 06/2019
Tuscon Esg Llc Tucson AZ 07/2019 11/2024
Tpw Finance Llc Mountain View CA 01/2025 Present
  • 01/2016 → 06/2019
    Beacon Pointe Wealth Advisors, Llc
    Newport Beach, CA
  • 01/2016 → 06/2019
    Beacon Pointe Advisors, Llc
    Newport Beach, CA
  • 07/2019 → 11/2024
    Tuscon Esg Llc
    Tucson, AZ
  • 01/2025 → Present
    Tpw Finance Llc
    Mountain View, CA
Previous Registrations
  • 2016-01-04 → 2021-07-08
    Beacon Pointe Advisors, Llc
    Waltham, MA
    Newport Beach, CA
  • 2016-01-04 → 2020-04-27
    Beacon Pointe Wealth Advisors, Llc
    Waltham, MA
    Newport Beach, CA
  • 2004-09-23 → 2015-11-30
    Tpw Financial
    Newton, MA
  • 2001-01-01 → 2004-10-29
    Mintz Levin Financial Advisors Llc
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-08-16
  • S65 Uniform Investment Adviser Law Examination
    1996-08-16
Designations
Other Names
  • Chitra Raghavan

View on SEC IAPD

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