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Inactive

Lori E Sherman

Allworth Financial, L.P.

Walnut Creek, CA

Folsom, CA

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Current Employers
Allworth Financial, L.P.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-06-05
  • CA RA
    APPROVED
    Since 2024-06-05

Branch Locations

1331 N California Blvd Suite 350, Walnut Creek, CA 94596 • United States

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Stewart & Patten Co., Llc Lafayette CA 03/2000 Present
Allworth Financial Folsom CA 05/2024 Present
  • 03/2000 → Present
    Stewart & Patten Co., Llc
    Lafayette, CA
  • 05/2024 → Present
    Allworth Financial
    Folsom, CA
Previous Registrations
  • 2013-01-16 → 2024-12-12
    Stewart & Patten Co Llc
    Lafayette, CA
Designations
Other Names
  • Lori Eileen Horowitz
  • Lori Eileen Sherman

View on SEC IAPD

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Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
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