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Lee Wilson Geiger

Penserra Wealth Management

Orinda, CA

Penserra Capital Management LLC

Orinda, CA

Penserra Global Investors LLC

Orinda, CA

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Current Employers
Penserra Wealth Management

4 Orinda Way, 100-A, Orinda, CA 94563 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-05-20
  • CA RA
    APPROVED
    Since 2026-05-20

Branch Locations

4 Orinda Way, 100-A, Orinda, CA 94563 • United States

Penserra Capital Management Llc

4 Orinda Way Suite 100-A, Orinda, CA 94563 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-09-21
  • CA RA
    APPROVED
    Since 2022-09-21

Branch Locations

4 Orinda Way Suite 100-A, Orinda, CA 94563 • United States

Penserra Global Investors Llc

4 Orinda Way Suite 100-A, Orinda, CA 94563 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-09-21
  • CA RA
    APPROVED
    Since 2022-09-21

Branch Locations

4 Orinda Way Suite 100-A, Orinda, CA 94563 • 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
Mobius Design, Inc. Moraga CA 01/2008 Present
Screaming Eagle Trading, Inc. Orinda CA 07/2008 Present
  • 01/2008 → Present
    Mobius Design, Inc.
    Moraga, CA
  • 07/2008 → Present
    Screaming Eagle Trading, Inc.
    Orinda, CA
Other Businesses

SELF-EMPLOYED NOVELIST DEVOTE APPROXIMATELY 10 HOURS A MONTH OUTSIDE OF MARKET HOURS

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-16
S63 Uniform Securities Agent State Law Examination 1986-10-28
  • S66 Uniform Combined State Law Examination
    2022-09-16
  • S63 Uniform Securities Agent State Law Examination
    1986-10-28

View on SEC IAPD

Other Firms

MCDONALD CAPITAL INVESTORS INC
WESPAC ADVISORS, LLC
ENERGY INNOVATION CAPITAL MANAGEMENT, LLC
CROSSPOINT CAPITAL MANAGEMENT
PENSERRA GLOBAL INVESTORS LLC
PENSERRA WEALTH MANAGEMENT
MB INMAN INVESTMENT ADVISORS, LLC
PARAGON ASSET MANAGEMENT INC.

Other Investors

WILLIAM KIM
GREGORY JOSEPH CHRISTIAN
JOHN COLE WILLIAMS
TIMOTHY K CHAN
THOMAS CHRISTOPHER LAMBERT
JORGE NMN MADRIGAL
Katherine Sarah Drury
DUSTIN ALLEN LEWELLYN

Other Offices

MCDONALD CAPITAL INVESTORS INC · ORINDA, CA
WESPAC ADVISORS, LLC · ORINDA, CA
ENERGY INNOVATION CAPITAL MANAGEMENT, LLC · ORINDA, CA
CROSSPOINT CAPITAL MANAGEMENT · ORINDA, CA
PENSERRA GLOBAL INVESTORS LLC · ORINDA, CA
PENSERRA WEALTH MANAGEMENT · ORINDA, CA
MB INMAN INVESTMENT ADVISORS, LLC · ORINDA, CA
WESPAC ADVISORS, LLC · ORINDA, CA

More in Orinda, CA

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