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Current Employers
Wealthfront Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-10-16
  • CA RA
    APPROVED
    Since 2024-10-16

Branch Locations

Morgan Hill, CA • United States

261 Hamilton Ave., Palo Alto, CA 94301 • 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
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
  • 07/2024 → Present
    Wealthfront Brokerage Llc
    Palo Alto, CA
  • 12/2023 → 07/2024
    Unemployed
    Morgan Hill, CA
  • 09/2022 → 12/2023
    Everlaw Inc
    Oakland, CA
  • 08/2021 → 09/2022
    The Aaron's Company Inc
    Tempe, CA
  • 05/2021 → 05/2022
    Neon Logistics
    Scottsdale, AZ
  • 01/2019 → 05/2022
    Arizona State University
    Tempe, AZ
  • 12/2016 → 12/2018
    Armark Uniform Svc
    San Jose, CA
  • 08/2014 → 06/2018
    Ann Sobrato High School
    Morgan Hill, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-10
S63 Uniform Securities Agent State Law Examination 2024-05-16
  • S65 Uniform Investment Adviser Law Examination
    2024-10-10
  • S63 Uniform Securities Agent State Law Examination
    2024-05-16

View on SEC IAPD

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