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Current Employers
Wealthfront Advisers Llc

261 Hamilton Ave., Palo Alto, CA 94301 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-06-21
  • CA RA
    APPROVED
    Since 2023-06-21

Branch Locations

261 Hamilton Ave., Palo Alto, CA 94301 • 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
Wealthfront Brokerage Llc Palo Alto CA 03/2023 Present
Purple Sage Pools And Spas Llc Flagstaff AZ 02/2022 03/2023
Ryan Bishop , Sole Proprietor Of Pool Business Flagstaff AZ 06/2020 03/2023
Watertech Pool Service & Repair Inc. Scottsdale AZ 03/2017 03/2023
Kiona Ogle Lab Northern Arizona University Flagstaff AZ 09/2016 03/2017
Northern Arizona University Flagstaff AZ 08/2014 12/2016
  • 03/2023 → Present
    Wealthfront Brokerage Llc
    Palo Alto, CA
  • 02/2022 → 03/2023
    Purple Sage Pools And Spas Llc
    Flagstaff, AZ
  • 06/2020 → 03/2023
    Ryan Bishop , Sole Proprietor Of Pool Business
    Flagstaff, AZ
  • 03/2017 → 03/2023
    Watertech Pool Service & Repair Inc.
    Scottsdale, AZ
  • 09/2016 → 03/2017
    Kiona Ogle Lab Northern Arizona University
    Flagstaff, AZ
  • 08/2014 → 12/2016
    Northern Arizona University
    Flagstaff, AZ
Other Businesses

1. Purple Sage Pools and Spas LLC. Not investment related. 3665 Bannock Flagstaff, AZ 86005. Swimming pools and spa service and repair. Owner of the LLC. Owner/sole employee. 02/2022. I will be working Zero hours per month in this business. I devote No time to this business during securities training hours. I am reporting because it is an open LLC in the state of Arizona. It was my previous career and I don't plan on making any income from the LLC since I am no longer doing that for my career. 2. I have another OBA that is not a business, it a personal friend who has a garden at her house. It is not investment related. I mainly help her plant and pull weeds and don't have a title for the position. I started helping her 05/2020. I mainly help from late spring to early fall roughly 20 hours per month. With me current role I'll probably be working 0-20 hours per month. I devote no time to helping her during securities trading hours. I will be helping on the occasional free weekend. My duties are mainly to help plant and weed and organize the garden. It's mostly for fun but I do get some cash compensation or produce for the help.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-20
  • S66 Uniform Combined State Law Examination
    2023-06-20

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