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Overview

Services

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Funds

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Qualifications

Experience

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Employer Years Dates
Wealthfront 2 years, 5 months Jun 2017 - Present
National Planning Corporation 2 years, 3 months Mar 2015 - Jun 2017
Waddell & Reed Inc 5 months Oct 2014 - Mar 2015
National Planning Corporation 1 year, 5 months Aug 2012 - Jan 2014
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Shane Liko-Masanobu Moore?
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Designations & Memberships

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Articles and Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Sep 4, 2019
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Sep 4, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

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