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1300 Oliver Road Suite 210, Fairfield, CA 94534 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-07-01 |
| TX | RA | APPROVED_RES | 2024-07-01 |
Branch Locations
1300 Oliver Road Suite 210, Fairfield, CA 94534 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Fairfield | CA | 01/2011 | 03/2017 |
| Lpl Financial, Llc | Fairfield | CA | 03/2017 | Present |
| Solano Wealth Management, Inc. | Fairfield | CA | 03/2017 | 07/2024 |
| Solano Wealth Investment Advisors, Llc | Fairfield | CA | 07/2024 | Present |
1.09/08/2021; Producers Financial Group West; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 03/01/2017; 10hrs/mth; 5hrs during trading 2.08/16/2024; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Solano Wealth Management; Investment Related; at Reported Business Location(s); Start Date 08/15/2024; 160hrs/mth; 8hrs during trading 3.08/27/2024; (Hybrid) Solano Wealth Investment Advisors, LLC / Solano Wealth Investment Advisors, LLC; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 08/15/2024; 160hrs/mth; 8hrs during trading; I provide investment advisory services to Solano Wealth Investment Advisors, LLC , an independent investment advisor firm. I started this business activity in 8/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4.11/18/2024; Solano Wealth Management, Inc.; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 11/11/2024; 160hrs/mth; 8hrs during trading 5.01/23/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Solano Wealth Advisors; Investment Related; at Reported Business Location(s); Start Date 01/22/2026; 160hrs/mth; 140hrs during trading 6.01/27/2026; SOLANO WEALTH INVESTMENT ADVISORS, LLC; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 01/22/2026; 160hrs/mth; 140hrs during trading; I provide investment advisory services to Solano Wealth Investment Advisors, LLC , an independent investment advisor firm. I started this business activity in 1/2026. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 7.08/13/2026; N/A; Real Estate Rental; Investment Related; Vacaville,CA; Start Date 09/01/2026; 5hrs/mth; 5hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-29 |
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