Tracy Frank Lasecke

Current Employers

Allworth Financial, L.P.

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2023-12-08

CA RA
APPROVED

Since 2023-12-08

Branch Locations

2105 S Bascom Suite 225, Campbell, CA 95008 • United States

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States

Disclosures

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.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Silicon Valley Wealth Advisors, Llc	San Jose	CA	06/2000	12/2023
Allworth Financial	Folsom	CA	12/2023	Present

06/2000 → 12/2023

Silicon Valley Wealth Advisors, Llc

San Jose, CA
12/2023 → Present

Allworth Financial

Folsom, CA

Previous Registrations

2011-12-05 → 2024-01-02

Silicon Valley Wealth Advisors, Llc

San Jose, CA

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1996-10-29

S63 Uniform Securities Agent State Law Examination

1996-10-29

Designations

View on SEC IAPD

Current Employers

Allworth Financial, L.P.

Disclosures

Employment History

Previous Registrations

Exams

Designations

Other Firms

Other Investors

Other Offices

Reviews