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Mallory Nichole Davis

Ma Private Wealth, LLC

San Carlos, CA

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Current Employers
Ma Private Wealth, Llc

1355 A San Carlos Avenue, San Carlos, CA 94070 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-05-08
  • CA RA
    APPROVED
    Since 2023-05-08

Branch Locations

1355 A San Carlos Avenue, San Carlos, CA 94070 • 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
Westech Engineering, Inc. Salt Lake City UT 10/2014 11/2016
Albion Financial Group Salt Lake City UT 11/2016 05/2019
Homemaker North Salt Lake UT 05/2019 11/2019
Silicon Valley Community Foundation Mountain View CA 11/2019 07/2021
Ma Private Wealth San Carlos CA 07/2021 Present
  • 10/2014 → 11/2016
    Westech Engineering, Inc.
    Salt Lake City, UT
  • 11/2016 → 05/2019
    Albion Financial Group
    Salt Lake City, UT
  • 05/2019 → 11/2019
    Homemaker
    North Salt Lake, UT
  • 11/2019 → 07/2021
    Silicon Valley Community Foundation
    Mountain View, CA
  • 07/2021 → Present
    Ma Private Wealth
    San Carlos, CA
Designations

View on SEC IAPD

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ADDIE CHAN
YUYING LEI

Other Offices

MA PRIVATE WEALTH, LLC · SAN CARLOS, CA
OSAIC WEALTH, INC. · SAN CARLOS, CA
PROPEL VENTURE PARTNERS MANAGEMENT CO. · SAN CARLOS, CA
WELLS FARGO CLEARING SERVICES, LLC · SAN CARLOS, CA
HUSTLE FUND MANAGEMENT, LLC · SAN CARLOS, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN CARLOS, CA
CITIGROUP GLOBAL MARKETS INC. · San Carlos, CA
U.S. BANCORP ADVISORS, LLC · San Carlos, CA

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