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Sheila Marie Mcginn

Brightview Financial Solutions

Redwood City, CA

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Current Employers
Brightview Financial Solutions

118 Grand Street, Redwood City, CA 94062 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2019-01-16
  • CA RA
    APPROVED
    Since 2019-01-16

Branch Locations

118 Grand Street, Redwood City, CA 94062 • 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
Fpa Of Silicon Valley Mountain View CA 09/2016 12/2016
Opes Advisors, Inc. Cupertino CA 11/2016 06/2017
Brightview Financial Solutions, Llc Redwood City CA 12/2018 Present
Aspire Planning Associates Cupertino CA 05/2016 09/2016
Opes Advisors, A Division Of Flagstar Bank Cupertino CA 06/2017 11/2018
  • 09/2016 → 12/2016
    Fpa Of Silicon Valley
    Mountain View, CA
  • 11/2016 → 06/2017
    Opes Advisors, Inc.
    Cupertino, CA
  • 12/2018 → Present
    Brightview Financial Solutions, Llc
    Redwood City, CA
  • 05/2016 → 09/2016
    Aspire Planning Associates
    Cupertino, CA
  • 06/2017 → 11/2018
    Opes Advisors, A Division Of Flagstar Bank
    Cupertino, CA
Previous Registrations
  • 2017-01-01 → 2017-06-08
    Opes Advisors, Inc.
    Cupertino, CA
    Cupertino, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-12-29
  • S65 Uniform Investment Adviser Law Examination
    2016-12-29

View on SEC IAPD

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Other Investors

JOSEPH CAPPELLO SANTOMIERI
JON NICHOLAS PETTINELLI
RICHARD MANUEL RODRIGUEZ
RENATA KARIN CARICO
Luke Thomas Mokma
Samantha Rene Mokma
Diana Pastrana
NORA KHACHATRYA GASPARYAN

Other Offices

STRATOS WEALTH PARTNERS, LTD · Redwood City, CA
STRATOS WEALTH PARTNERS, LTD · Redwood City, CA
ALLSTATE FINANCIAL ADVISORS, LLC · Redwood City, CA
OSAIC WEALTH, INC. · REDWOOD CITY, CA
NEPC, LLC · Redwood City, CA
AINA CLIMATE AI VENTURES, LLC · REDWOOD CITY, CA
OSAIC INSTITUTIONS, INC. · Redwood City, CA
1ST COURSE CAPITAL MANAGEMENT, LLC · REDWOOD CITY, CA

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