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10371 N. Oracle Rd. Suite 102, Oro Valley, AZ 85737 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
5740 Windmill Way #13, Carmichael, CA 95608 • United States
10371 N. Oracle Rd. Suite 102, Oro Valley, AZ 85737 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Net Worth Consulting, Llc | Carmichael | CA | 05/2015 | Present |
| Ridge Capital Advisors, Llc | Carmichael | CA | 11/2017 | Present |
(1) Ridge Capital Advisors, LLC; investment related; Carmichael, CA; Investment Advisor; Investment Advisor Representative; 11/2017; 60 hours per month, substantially all during market hours; providing investment advice. (2) NET WORTH CONSULTING, LLC; dba for Insurance sales activities; Investment Related; CARMICHAEL, CA; Insurance sales; OWNER; SINCE 05/2015; 60 HRS/MONTH, substantially all during market hours; Insurance sales; LICENSED INSURANCE AGENT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-11-26 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-11 |
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