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Tanay Ashwin Shah

Bayleaf Financial Services

Dublin, CA

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Current Employers
Bayleaf Financial Services

Dublin, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-07-15
  • CA RA
    APPROVED
    Since 2026-07-15

Branch Locations

Dublin, 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
Apple Inc Cupertino CA 12/2012 Present
Bayleaf Financial Services Llc Dublin CA 04/2026 Present
  • 12/2012 → Present
    Apple Inc
    Cupertino, CA
  • 04/2026 → Present
    Bayleaf Financial Services Llc
    Dublin, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-04
  • S65 Uniform Investment Adviser Law Examination
    2026-04-04
Other Names
  • Tanay Shah

View on SEC IAPD

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