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Mark William Shone

Allworth Financial, L.P.

Folsom, CA

Walnut Creek, CA

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Current Employers
Allworth Financial, L.P.

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-05-03
  • CA RA
    APPROVED
    Since 2021-05-03

Branch Locations

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States

1331 N California Blvd Suite 350, Walnut Creek, CA 94596 • 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
Shone Asset Management, Llc Walnut Creek CA 05/2005 Present
Allworth Financial Walnut Creek CA 05/2021 Present
  • 05/2005 → Present
    Shone Asset Management, Llc
    Walnut Creek, CA
  • 05/2021 → Present
    Allworth Financial
    Walnut Creek, CA
Previous Registrations
  • 2005-10-12 → 2021-08-18
    Shone Wealth Management
    Walnut Creek, CA
    Walnut Creek, CA
  • 2014-08-18 → 2015-01-15
    Sas Financial Advisors
    San Francisco, CA
  • 2000-08-30 → 2005-01-27
    Neuberger Berman Bd Llc
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-05-19
S63 Uniform Securities Agent State Law Examination 1992-04-29
  • S65 Uniform Investment Adviser Law Examination
    2000-05-19
  • S63 Uniform Securities Agent State Law Examination
    1992-04-29
Designations

View on SEC IAPD

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