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340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-11-07 |
| TX | RA | APPROVED | 2024-11-07 |
| WA | RA | APPROVED | 2024-11-07 |
Branch Locations
1111 Main St Suite 700, Vancouver, WA 98660 • United States
340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • 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 |
|---|---|---|---|---|
| Cetera Advisors Llc | Denver | CO | 01/2013 | 07/2018 |
| 1040 Tax Service | Vancouver | WA | 01/2018 | 10/2024 |
| Kms Financial Services, Inc. | Seattle | WA | 07/2018 | 11/2020 |
| Securities America, Inc. | Vancouver | WA | 11/2020 | 06/2024 |
| Arbor Point Advisors | Vancouver | WA | 11/2020 | 10/2024 |
| Osaic Wealth, Inc. | Vancouver | WA | 06/2024 | 10/2024 |
| Allworth Financial | Vancouver | WA | 11/2024 | Present |
| Aw Securities | Vancouver | WA | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-14 |
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