Inactive

Giulia Christine King

Align Wealth Management, LLC

Claim This Profile

Current Employers

Align Wealth Management, Llc

1850 Hamilton Ave, San Jose, CA 95125 • United States

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2024-01-01
CA	RA	APPROVED	2023-11-06

AZ RA
APPROVED

Since 2024-01-01
CA RA
APPROVED

Since 2023-11-06

Branch Locations

Tucson, AZ • United States

1850 Hamilton Ave, San Jose, CA 95125 • 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
Illume Public Relations	Santa Monica	CA	07/2017	09/2017
Illume Public Relations	Santa Monica	CA	10/2013	06/2018
New Direction Foods	Huntington Beach	CA	09/2018	11/2018
Pay Ready	Costa Mesa	CA	12/2018	09/2022
Visual Lease	Woodbridge	NJ	09/2022	04/2023
Align Wealth Management, Llc	San Jose	CA	05/2023	Present
Align Wealth Management, Llc	Tucson	AZ	11/2023	Present

07/2017 → 09/2017

Illume Public Relations

Santa Monica, CA
10/2013 → 06/2018

Illume Public Relations

Santa Monica, CA
09/2018 → 11/2018

New Direction Foods

Huntington Beach, CA
12/2018 → 09/2022

Pay Ready

Costa Mesa, CA
09/2022 → 04/2023

Visual Lease

Woodbridge, NJ
05/2023 → Present

Align Wealth Management, Llc

San Jose, CA
11/2023 → Present

Align Wealth Management, Llc

Tucson, AZ

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-10-23

S65 Uniform Investment Adviser Law Examination

2023-10-23

Other Names

Giulia C Thomas
Giulia Christine Thomas

View on SEC IAPD

More in Tucson, AZ

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor