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100 B Shoreline Hwy Suite 302, Mill Valley, CA 94941 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
100 B Shoreline Hwy Suite 302, Mill Valley, CA 94941 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sanctuary Securities, Llc | San Francisco | CA | 10/2015 | 06/2017 |
| Gordian Wealth Advisors, Llc | Mill Valley | CA | 07/2015 | Present |
| Capulent, Llc | Phoenix | AZ | 10/2017 | Present |
1. GORDIAN WEALTH ADVISORS, LLC, MILL VALLEY, CA, INVESTMENT ADVISORY FIRM, INVESTMENT-RELATED,INVESTMENT ADVISORY SERVICES, HOURS PER MONTH SPENT VARIES. 2. GORDIAN CAPITAL MANAGEMENT, REGISTERED INVESTMENT ADVISOR, FUND OF FUND, MANAGING MEMBER, MILL VALLEY, CA, INVESTMENT-RELATED, 1 HOUR PER MONTH SPENT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 1985-10-31 |
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