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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-11-30 |
| CA | RA | APPROVED | 2018-11-02 |
Branch Locations
1101 Sylvan Ave Ste C 101, Modesto, CA 95350 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Modesto | CA | 06/2011 | 11/2018 |
| Raymond James Financial Services, Inc. | Modesto | CA | 11/2018 | Present |
| Raymond James Financial Services Advisors, Inc. | Modesto | CA | 11/2018 | Present |
| Instlo, Inc | Modesto | CA | 10/2018 | Present |
| Rooted Wealth Management | Modesto | CA | 04/2022 | Present |
| Concurrent Advisors | Modesto | CA | 01/2021 | 03/2023 |
(1)Name of Business: Calvary Reformed Church Address: 741 2nd st, Ripon, CA, 95366, United States Activity Type: Religious Position/Title: Finance/Investment Committee Member, Deacon Investment Related: Yes Start Date: 06/30/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Deacon at the church and assigned to the finance committee. Collecting tithes/offering, counting checks/cash with another deacon, and discussing budgeting of church budget. I will not have check writing privileges or any decision on investments. (2)Name of Business: INSTLO, INC Address: 1101 Sylvan Ave Ste C101, Modesto, CA, 95350-1687, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO, Other Investment Related: No Start Date: 10/14/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: CEO (3)Name of Business: Rooted Partners Address: 1101 Sylvan Ave Ste C101, Modesto, CA, 95350-1687, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/21/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: General Partner - office expenses including rent, office staff, and marketing (4)Name of Business: Rooted Wealth Management Address: 1101 Sylvan Ave Ste C101, Modesto, CA, 95350-1687, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 03/31/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Rooted Wealth Management is our DBA for our office. Both Robert Powell and I are Founding Partners
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-12-21 |
| S66 | Uniform Combined State Law Examination | 2000-10-27 |
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