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261 Hamilton Ave., Palo Alto, CA 94301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-09-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nike | Beaverton | OR | 05/2016 | 09/2016 |
| Cable Hill Partners | Portland | OR | 09/2016 | 09/2017 |
| Vault / Acorns | Portland | OR | 09/2017 | 06/2020 |
| Unest | North Hollywood | CA | 07/2020 | 08/2022 |
| Quil Ventures, Inc | La Center | WA | 09/2022 | 06/2023 |
| Wealthfront Brokerage, Llc | La Center | WA | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-31 |
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