Keith Charles Weissglass

Employer firm

Effective Finance LLC CRD 327998

3 advisory clients

Reported services (Item 5G)

• Financial planning

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2023 → Present
  Effective Finance Llc
  Davis, CA
• 01/2018 → Present
  U.C. Davis
  Davis, CA
• 08/2019 → 01/2023
  Give2Asia
  Oakland, CA
• 04/2019 → 06/2020
  Ontrajectory
  Timonium, MD
• 03/2017 → 07/2019
  North Of You, Llc
  Bozeman, MT
• 07/2016 → 01/2018
  Campaign Monitor Us, Inc.
  San Francisco, CA
• 12/2023 → 05/2024
  Friends Of Simitian
  Palo Alto, CA
• 07/2024 → Present
  Constellation Research Center, Inc.
  Berkeley, CA

Other Businesses

Name: University of California at Davis Investment related: No Address: One Shields Avenue, Davis, CA 95616 Nature of the other business: University Position/title/relationship: Lecturer Start date of your relationship: 01/2018 Approximate number of hours/month you devote to the other business: 20 hours/month Number of hours you devote to the other business during securities trading hours: 10 hours/month Duties relating to the other business: Lecturing, meeting with students, providing feedback on assignments, grading. Name: Constellation Research Center, Inc. Investment related: No Address: 2150 Shattuck Ave, Berkeley, CA 94705 Nature of the other business: Nonprofit Position/title/relationship: Director of Operations Start date of your relationship: 07/2024 Approximate number of hours/month you devote to the other business: 150 hours/month Number of hours you devote to the other business during securities trading hours: 150 hours/month Duties relating to the other business: Setting up business processes, systems, and applications; project management; team management and planning.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-12-05