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Cole Theodore Holmlund

Alaethes Wealth, LLC

Glenbrook, NV

Rancho Santa Fe, CA

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Current Employers
Alaethes Wealth, Llc

Glenbrook, NV • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-11-21
NV RA APPROVED 2020-08-27
CA RA APPROVED 2020-08-12
  • TX RA
    APPROVED_RES
    Since 2024-11-21
  • NV RA
    APPROVED
    Since 2020-08-27
  • CA RA
    APPROVED
    Since 2020-08-12

Branch Locations

Glenbrook, NV • United States

Rancho Santa Fe, 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
Sanford C. Bernstein & Co., Llc San Francisco CA 10/2018 04/2019
Morgan Stanley Palo Alto CA 02/2018 09/2018
University Of Southern California Los Angeles CA 08/2013 05/2017
Unemployed Rancho Santa Fe CA 06/2017 02/2018
Alaethes Wealth, Llc Rancho Santa Fe CA 08/2020 Present
Sanford C. Bernstein & Co., Llc San Francisco CA 01/2019 04/2019
Unemployed Rancho Santa Fe CA 05/2019 07/2019
Alaethes Wealth, Llc Rancho Santa Fe CA 07/2019 07/2020
Alaethes Wealth, Llc Rancho Santa Fe NM 12/2024 Present
  • 10/2018 → 04/2019
    Sanford C. Bernstein & Co., Llc
    San Francisco, CA
  • 02/2018 → 09/2018
    Morgan Stanley
    Palo Alto, CA
  • 08/2013 → 05/2017
    University Of Southern California
    Los Angeles, CA
  • 06/2017 → 02/2018
    Unemployed
    Rancho Santa Fe, CA
  • 08/2020 → Present
    Alaethes Wealth, Llc
    Rancho Santa Fe, CA
  • 01/2019 → 04/2019
    Sanford C. Bernstein & Co., Llc
    San Francisco, CA
  • 05/2019 → 07/2019
    Unemployed
    Rancho Santa Fe, CA
  • 07/2019 → 07/2020
    Alaethes Wealth, Llc
    Rancho Santa Fe, CA
  • 12/2024 → Present
    Alaethes Wealth, Llc
    Rancho Santa Fe, NM
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-07-30
S63 Uniform Securities Agent State Law Examination 2019-03-01
  • S65 Uniform Investment Adviser Law Examination
    2020-07-30
  • S63 Uniform Securities Agent State Law Examination
    2019-03-01

View on SEC IAPD

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