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Current Employers
Gkv Capital Management Co Inc

1350 Treat Blvd Suite 260, Walnut Creek, CA 94597 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-04-02
  • CA RA
    APPROVED
    Since 2026-04-02

Branch Locations

2555 Townsgate Rd Suite 310, Westlake Village, CA 91361 • 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
Facial Aesthetic Concepts Rancho Santa Margarita CA 06/2021 08/2023
The Home Depot Brea CA 02/2020 11/2021
Full Time Education Fullerton CA 08/2019 05/2023
Dickeys Barbecue Rancho Santa Margarita CA 08/2018 10/2018
Fidelity Investments Pasadena CA 04/2024 03/2025
Target Rancho Santa Margarita CA 10/2018 04/2019
The Home Depot Brea CA 10/2023 04/2024
Unemployed Corona CA 06/2001 08/2017
The Brig Restaurant Dana Point CA 05/2019 08/2019
The Brig Restaurant Dana Point CA 08/2017 07/2018
Unemployed Rancho Santa Margarita CA 08/2023 10/2023
Fidelity Investments Boston MA 03/2025 11/2025
Gkv Capital Management Co Inc Walnut Creek CA 02/2026 Present
  • 06/2021 → 08/2023
    Facial Aesthetic Concepts
    Rancho Santa Margarita, CA
  • 02/2020 → 11/2021
    The Home Depot
    Brea, CA
  • 08/2019 → 05/2023
    Full Time Education
    Fullerton, CA
  • 08/2018 → 10/2018
    Dickeys Barbecue
    Rancho Santa Margarita, CA
  • 04/2024 → 03/2025
    Fidelity Investments
    Pasadena, CA
  • 10/2018 → 04/2019
    Target
    Rancho Santa Margarita, CA
  • 10/2023 → 04/2024
    The Home Depot
    Brea, CA
  • 06/2001 → 08/2017
    Unemployed
    Corona, CA
  • 05/2019 → 08/2019
    The Brig Restaurant
    Dana Point, CA
  • 08/2017 → 07/2018
    The Brig Restaurant
    Dana Point, CA
  • 08/2023 → 10/2023
    Unemployed
    Rancho Santa Margarita, CA
  • 03/2025 → 11/2025
    Fidelity Investments
    Boston, MA
  • 02/2026 → Present
    Walnut Creek, CA
Previous Registrations
  • 2025-03-31 → 2025-11-25
    Brea, CA
    Pasadena, CA
    Boston, MA
  • 2024-08-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Laguna Niguel, CA
    Pasadena, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-25
  • S66 Uniform Combined State Law Examination
    2024-07-25

View on SEC IAPD

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