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Mark William Holmlund

Alaethes Wealth, LLC

Glenbrook, NV

Rancho Santa Fe, CA

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Current Employers
Alaethes Wealth, Llc

Glenbrook, NV • United States

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2019-12-02
CA RA APPROVED 2019-09-05
  • NV RA
    APPROVED
    Since 2019-12-02
  • CA RA
    APPROVED
    Since 2019-09-05

Branch Locations

Glenbrook, NV • United States

Rancho Santa Fe, 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
Alaethes Wealth, Llc Rancho Santa Fe CA 08/2019 Present
Student Escondido CA 02/2014 06/2019
  • 08/2019 → Present
    Alaethes Wealth, Llc
    Rancho Santa Fe, CA
  • 02/2014 → 06/2019
    Student
    Escondido, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-08-15
S63 Uniform Securities Agent State Law Examination 1985-10-24
  • S65 Uniform Investment Adviser Law Examination
    2019-08-15
  • S63 Uniform Securities Agent State Law Examination
    1985-10-24

View on SEC IAPD

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