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Current Employers
Simple Money Advisors Llc

Mountain View, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-07-21
  • CA RA
    APPROVED
    Since 2026-07-21

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
Linkedin Corporation Mountain View CA 07/2012 09/2016
Lyft San Francisco CA 11/2016 11/2017
Google Mountain View CA 12/2017 01/2022
Doordash San Francisco CA 02/2022 02/2025
N/A Mountain View CA 03/2025 12/2025
Simple Money, Inc Mountain View CA 01/2026 Present
Simple Money Advisors Llc Sacramento CA 04/2026 Present
  • 07/2012 → 09/2016
    Linkedin Corporation
    Mountain View, CA
  • 11/2016 → 11/2017
    Lyft
    San Francisco, CA
  • 12/2017 → 01/2022
    Google
    Mountain View, CA
  • 02/2022 → 02/2025
    Doordash
    San Francisco, CA
  • 03/2025 → 12/2025
    N/A
    Mountain View, CA
  • 01/2026 → Present
    Simple Money, Inc
    Mountain View, CA
  • 04/2026 → Present
    Sacramento, CA
Other Businesses

runs an e-commerce store. Approximately four hours a week are spent on this other business activity

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-01
  • S65 Uniform Investment Adviser Law Examination
    2026-04-01

View on SEC IAPD

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