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William Mills Van Cleve

Slipstream Wealth Planning LLC

San Francisco, CA

CRD 6826853

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Employer firm

Slipstream Wealth Planning LLC CRD 342729

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Slipstream Wealth Planning Llc

San Francisco, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-08-10
  • CA RA
    APPROVED
    Since 2026-08-10

Branch Locations

San Francisco, 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
J.P. Morgan San Francisco CA 06/2017 07/2024
Princeton University Princeton NJ 09/2013 05/2017
Slipstream Wealth Planning Llc San Francisco CA 07/2026 Present
Unemployed N/A XX 08/2024 06/2026
  • 06/2017 → 07/2024
    J.P. Morgan
    San Francisco, CA
  • 09/2013 → 05/2017
    Princeton University
    Princeton, NJ
  • 07/2026 → Present
    Slipstream Wealth Planning Llc
    San Francisco, CA
  • 08/2024 → 06/2026
    Unemployed
    N/A, XX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-13
S63 Uniform Securities Agent State Law Examination 2017-08-18
  • S65 Uniform Investment Adviser Law Examination
    2026-04-13
  • S63 Uniform Securities Agent State Law Examination
    2017-08-18
Other Names
  • Bill Mills Van Cleve
  • William Van Cleve

View on SEC IAPD

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