Wahidah Aziz

Current Employers

Frec

301 Howard St., Suite 1410, San Francisco, CA 94105 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APP_PEND_IARCE	2026-08-04

CA RA
APP_PEND_IARCE

Since 2026-08-04

Branch Locations

Oakland, CA • United States

301 Howard St., Suite 1410, San Francisco, CA 94105 • 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

Organization	City	State	From	To
Brio Financial Group	San Francisco	CA	05/2023	05/2025
Litman Gregory Wealth Management	Walnut Creek	CA	07/2022	05/2023
New York University	Brooklyn	NY	08/2019	07/2022
Indiana Tech	Fort Wayne	IN	06/2016	06/2019
Kikoff	San Francisco	CA	06/2025	01/2026
Out Of Work	San Francisco	CA	01/2026	07/2026
Frec	San Francisco	CA	07/2026	Present

05/2023 → 05/2025

Brio Financial Group

San Francisco, CA
07/2022 → 05/2023

Litman Gregory Wealth Management

Walnut Creek, CA
08/2019 → 07/2022

New York University

Brooklyn, NY
06/2016 → 06/2019

Indiana Tech

Fort Wayne, IN
06/2025 → 01/2026

Kikoff

San Francisco, CA
01/2026 → 07/2026

Out Of Work

San Francisco, CA
07/2026 → Present

Frec

San Francisco, CA

Previous Registrations

2024-02-01 → 2025-05-12

Brio Financial Group

San Francisco, CA

Other Businesses

Wahidah Aziz; an investment-related activity; 250 King St, Unit 520 San Francisco, CA 94107; Investing education sessions in partnership with a nonprofit company; teaching - owner; start date 03/2020; 20 hours per month during non-trading hours, No work done during trading hours; production and teaching of investment related sessions and videos on YouTube.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-01-31

S65 Uniform Investment Adviser Law Examination

2024-01-31

View on SEC IAPD