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Current Employers
Accretive Wealth Management, Llc

12657 Alcosta Boulevard, Suite 150, San Ramon, CA 94583 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-06
  • CA RA
    APPROVED
    Since 2025-11-06

Branch Locations

12657 Alcosta Boulevard, Suite 150, San Ramon, CA 94583 • United States

Fruitful

335 Madison Ave., Suite 5H, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-11-06
TX RA APPROVED 2025-10-01
NY RA APPROVED 2025-05-19
  • CO RA
    APPROVED
    Since 2025-11-06
  • TX RA
    APPROVED
    Since 2025-10-01
  • NY RA
    APPROVED
    Since 2025-05-19

Branch Locations

Denver, CO • United States

335 Madison Ave., Suite 5H, New York, NY 10017 • 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
Accretive Wealth Management, Llc San Ramon CA 07/2023 04/2025
Accretive Wealth Management San Ramon CA 02/2020 04/2025
Na Na NL 07/2012 02/2020
Fruitful Advisory, Llc New York NY 04/2025 Present
  • 07/2023 → 04/2025
    San Ramon, CA
  • 02/2020 → 04/2025
    Accretive Wealth Management
    San Ramon, CA
  • 07/2012 → 02/2020
    Na
    Na, NL
  • 04/2025 → Present
    Fruitful Advisory, Llc
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-16
  • S65 Uniform Investment Adviser Law Examination
    2022-04-16
Designations

View on SEC IAPD

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