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340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-06 |
Branch Locations
15725 Dallas Parkway Suite 600, Addison, TX 75001 • United States
340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors | Saint Louis | MO | 03/2011 | 11/2019 |
| Awa Investment Advisors | Punta Gorda | FL | 06/2020 | 02/2021 |
| Unemployed | Sarasota | FL | 12/2019 | 05/2020 |
| Sarasota County Veterans Services | Sarasota | FL | 05/2023 | 06/2023 |
| Allworth Financial, L.P. | Folsom | CA | 09/2023 | Present |
| Fourthought Private Wealth | Venice | FL | 04/2021 | 09/2022 |
| Unemployed | Sarasota | FL | 10/2022 | 04/2023 |
| Aw Securities | Addison | TX | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-05-30 |
| S65 | Uniform Investment Adviser Law Examination | 2024-06-24 |
| S66 | Uniform Combined State Law Examination | 2016-08-09 |
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