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10900 Ne 8Th St, Ste 305, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-01-30 |
Branch Locations
2882 Prospect Park Drive Suite 300, Rancho Cordova, CA 95670 • United States
10900 Ne 8Th St, Ste 305, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Roseville | CA | 11/2014 | 09/2017 |
| Princor Financial Services Corporation | Roseville | CA | 11/2014 | 08/2017 |
| Stone Point Financial And Insurance Services | Roseville | CA | 04/2017 | 09/2017 |
| Cliftonlarsonallen Wealth Advisors, Llc | Roseville | CA | 09/2017 | Present |
| Moss Adams Wealth Advisors Llc | Rancho Cordova | CA | 12/2018 | Present |
1. OWNER OF RENTAL PROPERTY SINCE 12/15/14 spending 2 hours per month during non-business hours and earn $5,000 annually.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-10-16 |
| S65 | Uniform Investment Adviser Law Examination | 2001-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-24 |
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