Inactive

Jill Elizabeth Shibuya

Archvest Wealth Advisors, Inc.

Claim This Profile

Current Employers

Archvest Wealth Advisors, Inc.

1390 Willow Pass Rd. #930, Concord, CA 94520 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2018-04-10

CA RA
APPROVED

Since 2018-04-10

Branch Locations

1390 Willow Pass Rd. #930, Concord, CA 94520 • 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
Archvest Wealth Advisors	Walnut Creek	CA	12/2017	Present
Self Employed	Danville	CA	02/2014	02/2018

12/2017 → Present

Archvest Wealth Advisors

Walnut Creek, CA
02/2014 → 02/2018

Self Employed

Danville, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-04-10

S65 Uniform Investment Adviser Law Examination

2018-04-10

Designations

View on SEC IAPD

Other Firms

ASSETMARK, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

INVESTMENT GROWTH MANAGEMENT, INC

WELLS FARGO CLEARING SERVICES, LLC

TECHFELLOWS MANAGEMENT, LLC

PFS INVESTMENTS INC.

D & T FINANCIAL ADVISORS, INC.

Other Investors

JOHN ALLEN BUCHANAN

JASON ELLIOT CADELL

DYLAN ALEXANDER SCHLOTT

JENNIFER LINDA ADAMS

Joseph Patrick Condon

KEITH DAVID STEMPEL

Other Offices

ASSETMARK, INC. · CONCORD, CA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CONCORD, CA

INVESTMENT GROWTH MANAGEMENT, INC · Concord, CA

WELLS FARGO CLEARING SERVICES, LLC · CONCORD, CA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CONCORD, CA

TECHFELLOWS MANAGEMENT, LLC · CONCORD, CA

EDWARD JONES · Concord, CA

PFS INVESTMENTS INC. · CONCORD, CA

More in Concord, CA

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor