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Kaela Anne Alba

Triagen Wealth Management LLC

Calabasas, CA

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Current Employers
Triagen Wealth Management Llc

23801 Calabasas Road Suite 1010, Calabasas, CA 91302 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-10-28
CA RA APPROVED 2024-10-23
  • TX RA
    APPROVED
    Since 2024-10-28
  • CA RA
    APPROVED
    Since 2024-10-23

Branch Locations

23801 Calabasas Road Suite 1010, Calabasas, CA 91302 • 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
Triagen Wealth Management Llc Calabasas CA 04/2022 Present
Taco Bell Modesto CA 09/2016 05/2017
Perko's Cafe Salida CA 05/2017 09/2018
Jimmy John's Modesto CA 01/2018 09/2020
Oregon State University Corvallis OR 01/2019 06/2021
Keybank Albany OR 06/2021 03/2022
Oregon State University Corvallis OR 09/2018 03/2022
Full Time Student Modesto CA 04/2014 09/2016
  • 04/2022 → Present
    Triagen Wealth Management Llc
    Calabasas, CA
  • 09/2016 → 05/2017
    Taco Bell
    Modesto, CA
  • 05/2017 → 09/2018
    Perko's Cafe
    Salida, CA
  • 01/2018 → 09/2020
    Jimmy John's
    Modesto, CA
  • 01/2019 → 06/2021
    Oregon State University
    Corvallis, OR
  • 06/2021 → 03/2022
    Keybank
    Albany, OR
  • 09/2018 → 03/2022
    Oregon State University
    Corvallis, OR
  • 04/2014 → 09/2016
    Full Time Student
    Modesto, CA
Other Businesses

10/2015 Independent Licensed Insurance Agent; Investment Related; California; Accident & Health of Sickness, Life

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-23
  • S65 Uniform Investment Adviser Law Examination
    2024-10-23
Designations
Other Names
  • Kaela Kaela Knutson-Huffman

View on SEC IAPD

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BRIAN DENNIS, CFP® · CALABASAS, CA
MODERN WEALTH MANAGEMENT, LLC · CALABASAS, CA
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