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Current Employers
Wealthfront Advisers Llc

261 Hamilton Ave., Palo Alto, CA 94301 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-10-25
  • CA RA
    APPROVED
    Since 2024-10-25

Branch Locations

261 Hamilton Ave., Palo Alto, CA 94301 • United States

San Francisco, CA • 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
Wealthfront Brokerage Llc Palo Alto CA 07/2024 Present
Unified National Mortgage Llc San Rafael CA 03/2023 07/2024
Self-Employment Ithaca NY 05/2022 03/2023
Cornell University Ithaca NY 11/2021 05/2022
Berkeley City College Berkeley CA 10/2020 11/2021
Fuzzy Pet Health San Francisco CA 09/2019 10/2020
Elation Health San Francisco CA 08/2018 09/2019
Paw Print San Francisco CA 05/2018 08/2018
Blue Goji Berkeley CA 05/2017 05/2018
Uc Berkeley Berkeley CA 05/2014 05/2018
  • 07/2024 → Present
    Wealthfront Brokerage Llc
    Palo Alto, CA
  • 03/2023 → 07/2024
    Unified National Mortgage Llc
    San Rafael, CA
  • 05/2022 → 03/2023
    Self-Employment
    Ithaca, NY
  • 11/2021 → 05/2022
    Cornell University
    Ithaca, NY
  • 10/2020 → 11/2021
    Berkeley City College
    Berkeley, CA
  • 09/2019 → 10/2020
    Fuzzy Pet Health
    San Francisco, CA
  • 08/2018 → 09/2019
    Elation Health
    San Francisco, CA
  • 05/2018 → 08/2018
    Paw Print
    San Francisco, CA
  • 05/2017 → 05/2018
    Blue Goji
    Berkeley, CA
  • 05/2014 → 05/2018
    Uc Berkeley
    Berkeley, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-18
  • S66 Uniform Combined State Law Examination
    2024-10-18

View on SEC IAPD

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