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11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-01-11 |
Branch Locations
3500 Douglas Blvd Suite 150, Roseville, CA 95661 • United States
11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Granite Bay | CA | 04/2010 | 03/2017 |
| Sutter Wealth Management | Roseville | CA | 03/2017 | Present |
| Hayden Royal | Charlotte | NC | 03/2017 | 01/2023 |
| Kingswood Capital Partners, Llc | San Diego | CA | 08/2018 | Present |
| Kingswood Wealth Advisors, Llc | San Diego | CA | 01/2023 | Present |
1) Compass Wealth Management DBA Sutter Wealth Management - yes investment related - 3500 Douglas Blvd STE 150 Roseville, CA 95661 - Financial Services - Operations Manager - 4/1/2021 - 120 hours - 100 hours - client services, office management 2) Michelle Cavallero,Is Not Investment Related,"6551 Demuth Circle, , Sacramento, CA, 95842, United States",charity,owner,1/1/2021,10 hours per month,0 hours per month during trading hours,No Compensation Compensation,"I knit blankets for foster kids in my area. This is a charity and at this time I do not make any money on it, the blankets are given out of my own pocket. I have know end date as I do this each year."
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-01 |
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