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340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-12-07 |
Branch Locations
755 Main Street, Half Moon Bay, CA 94019 • United States
340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
2105 S Bascom Suite 255, Campbell, CA 95008 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ponder Financial Group | Half Moon Bay | CA | 03/1990 | 09/2019 |
| Silicon Valley Wealth Advisors | San Jose | CA | 10/2019 | 11/2023 |
| Allworth Financial | Folsom | CA | 12/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-05-13 |
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