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KRISTEN F. WORTH
KRISTEN NOELLE FABER, KRISTEN FABER
CRD#: 4669722
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Investment Adviser
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Previous Broker
FLYWHEEL PRIVATE WEALTH LLCCRD#: 325690 4 MAIN STREET
SUITE 240
LOS ALTOS, CA 94022
Registration History
2004200620082010201220142016201820202022202420262 FIRMS2013 - 2023 (10 years)IAFLYWHEEL PRIVATE WEALTH LLC (CRD# 325690)2023 - Present (1 year)BSAGEPOINT FINANCIAL, INC. (CRD# 133763)2007 - 2013 (5 years)BWACHOVIA SECURITIES, LLC (CRD# 19616)2004 - 2007 (2 years)BE*TRADE SECURITIES LLC (CRD# 29106)2003 - 2004 (<1 year)IABARCLAY WEST FINANCIAL ADVISORS (CRD# 137246)2007 - 2011 (3 years)
License(s)

State Registrations

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California 6/12/2023

Current Registration(s)
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FLYWHEEL PRIVATE WEALTH LLC (CRD#:325690)
4 MAIN STREET SUITE 240, LOS ALTOS, CA 94022
Registered with this firm since 6/12/2023

Previous Registration(s)
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01/22/2013 - 07/05/2023 WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616) ROSEVILLE, CA
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01/22/2013 - 07/05/2023 WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616) ROSEVILLE, CA
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03/01/2007 - 01/22/2013 SAGEPOINT FINANCIAL, INC. (CRD#:133763) ROSEVILLE, CA
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06/05/2007 - 02/02/2011 BARCLAY WEST FINANCIAL ADVISORS (CRD#:137246) ROSEVILLE, CA
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07/16/2004 - 02/14/2007 WACHOVIA SECURITIES, LLC (CRD#:19616) SACRAMENTO, CA
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07/14/2003 - 06/07/2004 E*TRADE SECURITIES LLC (CRD#:29106) JERSEY CITY, NJ
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Broker
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Investment Adviser
Disclosures
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