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340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-01-07 |
Branch Locations
8775 Folsom Blvd. Suite 100, Sacramento, CA 95826 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raa | Addison | TX | 02/2006 | Present |
| Allworth Financial, L.P. | Sacramento | CA | 01/2020 | Present |
St. Mary's School Board - Board Member - Advise principal and executive committee on strategy and finances for school. not during trading/business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-05 |
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