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261 Hamilton Ave., Palo Alto, CA 94301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-16 |
Branch Locations
Morgan Hill, CA • United States
261 Hamilton Ave., Palo Alto, CA 94301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealthfront Brokerage Llc | Palo Alto | CA | 07/2024 | Present |
| Unemployed | Morgan Hill | CA | 12/2023 | 07/2024 |
| Everlaw Inc | Oakland | CA | 09/2022 | 12/2023 |
| The Aaron's Company Inc | Tempe | CA | 08/2021 | 09/2022 |
| Neon Logistics | Scottsdale | AZ | 05/2021 | 05/2022 |
| Arizona State University | Tempe | AZ | 01/2019 | 05/2022 |
| Armark Uniform Svc | San Jose | CA | 12/2016 | 12/2018 |
| Ann Sobrato High School | Morgan Hill | CA | 08/2014 | 06/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-10 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-16 |
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