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810 Standiford Ave Suite 1, Modesto, CA 95350 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-23 |
| CA | RA | APPROVED | 2021-10-20 |
Branch Locations
810 Standiford Ave Suite 1, Modesto, CA 95350 • 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Modesto | CA | 12/2006 | 10/2021 |
| Oliveira Wealth, Llc | Modesto | CA | 10/2021 | Present |
| The Leaders Group Inc | Littleton | CO | 10/2021 | Present |
1.) OLIVEIRA WEALTH LLC - 10/21/21 - 810 Standiford Avenue, Suite 1, Modesto, CA 95350 - Financial Advisor/Owner of RIA, Investment Advisor Representative, Invt Rel, RIA business, 48 hrs/mo; 48 hrs/mo (during trading hours). 2.) THOMAS OLIVEIRA - 810 Standiford Avenue, Suite 1, Modesto, CA 95350 - Real estate professional, Analyze, review, manage and purchase real estate for my personal portfolio, Not Invt Rel, Real estate business, 70 hrs/mo; 0 hrs/mo (during trading hours). 3.) OLIVEIRA WEALTH - 1/1/96 - 810 Standiford Avenue, Suite 1, Modesto, CA 95350 - Financial Advisor, Discuss financial plan with clients utilizing the above with other strategies, Invt Rel, Insurance business, 10 hrs/mo; 5 hrs/mo (during trading hours). 4.) OBAR LLC - 810 Standiford Avenue, Suite 1, Modesto, CA 95350, Member/Manager, Manage the property and tenants, Not Invt Rel, Building Owner, 0 hrs/mo; 0 hrs/mo (during trading hours). 5.) THOMAS OLIVEIRA - 810 Standiford Avenue, Suite 1, Modesto, CA 95350 - Owner, Personal rentals and almond property, Not Invt Rel, Real estate business, 2 hrs/mo; 0 hrs/mo (during trading hours). 6.) T&C COMICS LLC - 810 Standiford Avenue, Suite 1, Modesto, CA 95350 - Member/Manager, Acquire and hold rentals with brother, Not Invt Rel, Real estate business, 6 hrs/mo; 8 hrs/mo (during trading hours). 7.) FIRST FINANCIAL RESOURCES - 810 Standiford Avenue, Suite 1, Modesto, CA 95350 - Member, Life insurance sales, Not Invt Rel, Insurance business, 10 hrs/mo; 6 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-02 |
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