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Christina Empedocles

Insight Personal Finance

San Francisco, CA

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Current Employers
Insight Personal Finance

San Francisco, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-28
TX RA APPROVED_RES 2020-03-11
  • CA RA
    APPROVED
    Since 2026-01-28
  • TX RA
    APPROVED_RES
    Since 2020-03-11

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
Insight Personal Finance, Llc San Francisco CA 05/2017 Present
Smartly Collective Services San Francisco CA 09/2014 Present
Empedocles Design San Francisco CA 10/2004 03/2017
  • 05/2017 → Present
    Insight Personal Finance, Llc
    San Francisco, CA
  • 09/2014 → Present
    Smartly Collective Services
    San Francisco, CA
  • 10/2004 → 03/2017
    Empedocles Design
    San Francisco, CA
Other Businesses

Christina Empedocles is the Founder of Smartly Collective Services, a personal finance educational company. This activity accounts for 15% of her time.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-05-19
  • S65 Uniform Investment Adviser Law Examination
    2017-05-19
Designations

View on SEC IAPD

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