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1799 Bayshore Highway Suite 128A, Burlingame, CA 94010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-16 |
Branch Locations
1799 Bayshore Highway Suite 128A, Burlingame, CA 94010 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nissim & Gavidia Wealth Management & Financial Planning, Llc | Walnut Creek | CA | 05/2017 | 10/2021 |
| Wells Fargo Securities | Walnut Creek | CA | 05/2009 | 05/2017 |
| Wells Fargo Advisors | Walnut Creek | CA | 11/2001 | 05/2017 |
| Powering Your Retirement | Chester | CA | 05/2022 | 04/2026 |
| Unemployment | Walnut Creek | CA | 10/2021 | 05/2022 |
| Luna Capital Management, Llc | Burlingame | CA | 04/2026 | Present |
TREASURER FOR LAKE ALMANOR WATER DEPARTMENT SINCE 6/2022; SPENDS 1 HOUR A WEEK AFTER MARKET HOURS ON THE ACTIVITY.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-06-22 |
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