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Candise Lisa Holmlund

Alaethes Wealth, LLC

Glenbrook, NV

Rancho Santa Fe, CA

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Current Employers
Alaethes Wealth, Llc

Glenbrook, NV • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2025-01-08
TX RA APPROVED 2024-11-21
NV RA APPROVED 2019-11-20
CA RA APPROVED 2019-09-05
  • LA RA
    APPROVED
    Since 2025-01-08
  • TX RA
    APPROVED
    Since 2024-11-21
  • NV RA
    APPROVED
    Since 2019-11-20
  • CA RA
    APPROVED
    Since 2019-09-05

Branch Locations

Glenbrook, NV • United States

Rancho Santa Fe, 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
Weatherly Asset Management, L.P. Del Mar CA 01/2003 05/2019
Alaethes Wealth, Llc Rancho Santa Fe CA 07/2019 Present
Weatherly Asset Management, L.P. Del Mar CA 02/2002 05/2019
  • 01/2003 → 05/2019
    Weatherly Asset Management, L.P.
    Del Mar, CA
  • 07/2019 → Present
    Alaethes Wealth, Llc
    Rancho Santa Fe, CA
  • 02/2002 → 05/2019
    Weatherly Asset Management, L.P.
    Del Mar, CA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1985-05-30
  • S63 Uniform Securities Agent State Law Examination
    1985-05-30
Designations
Other Names
  • Candise Lisa Clark
  • Candise Lisa Holmlund
  • Candise Lisa Fraser
  • Candise Lisa Clark

View on SEC IAPD

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