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Advisor at TRAVEKA WEALTH, LLC
LOS ALTOS, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| TRAVEKA WEALTH, LLC | Independent wealth | Oct 23, 2023 | n/a | yes | LOS ALTOS, CA | Current employment |
| UNITED CAPITAL FINANCIAL ADVISORS | Independent wealth | Dec 7, 2015 | Nov 3, 2023 | no | LOS ALTOS, CA|LOS ALTOS, CA|Menlo Park, CA | Previous registration |
| BEDROCK CAPITAL MANAGEMENT, INC. | Former SEC adviser | Mar 24, 2008 | Mar 8, 2016 | no | LOS ALTOS, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| UNITED CAPITAL FINANCIAL ADVISORS | TRAVEKA WEALTH, LLC | Nov 3, 2023 | Oct 23, 2023 | -11 | Firm change | Ibd to new firm |
| BEDROCK CAPITAL MANAGEMENT, INC. | UNITED CAPITAL FINANCIAL ADVISORS | Mar 8, 2016 | Dec 7, 2015 | -92 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 134600:328421:CA:2023-11-03 | Nov 3, 2023 | Oct 23, 2023 | MENLO PARK, CA | Firm change |