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El Dorado Hills, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED_RES | 2016-02-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Larry Stiver | Elk Grove | CA | 12/2010 | Present |
| Storehouse Financial | Folsom | CA | 02/2011 | Present |
| Sterling Advisors Inc | Roseville | CA | 06/2014 | Present |
| Riverpath Investments, Llc | Folsom | CA | 09/2015 | Present |
DBA LARRY STIVER.COM, INV REL:N ADDR:915 Highland Point Dr Ste 250 Roseville, CA 95678 NAT:IT IS AN INS AGCY WHERE EMPLOYEE BENEFITS-HEALTH, DENTAL, VISION,ETC,& SPECIAL RISK/LIFE/DI INS ARE SOLD. TITLE: OWNER DUTIES:RESPONSIBLE FOR THE OVERALL FINANCIALS OF ORGANIZATION AS WELL AS INTRODUCING THE BENEFITS DIVISION TO MY CLIENTS FOR POSSIBLE PURCHASE OF BENEFITS PACKAGES OR SPECIAL RISK LIFE, & DI. HR/MO/TRADING: >1 HR/DAY IS DEVOTED TOWARDS PRODUCT SALES THROUGH THIS ENTITY DUR TRADE. Solicitor of Storehouse Financial LLC Investment Related: Yes Address: 1750 Prairie City Road, #130-250, Folsom, CA 95630 As a solicitor, Larry refers potential individual and business clients to Storehouse Financial who may benefit from investment advisory or pension consulting services, along with relationship management of existing clients. Larry began soliciting for Storehouse Financial in February of 2011. Larry spends approximately 40 hours per month soliciting for Storehouse Financial, 2 hour per day during trading hours. Solicitor of RiverPath Investments LLC Investment Related: Yes Address: 1024 Iron Point Road, #100-1490, Folsom, CA 95630 As a solicitor, Larry refers potential individual and business clients to RiverPath Investments who may benefit from investment advisory or pension consulting services, along with relationship management of existing clients. Larry began soliciting for RiverPath Investments in September of 2015. Larry spends approximately 40 hours per month soliciting for RiverPath Investments, 2 hour per day during trading hours. VistaCore; located 455 Capitol Mall, Suite 350, Sacramento, CA 95817 Start Date: 01/01/2013 Investment-Related: Yes Larry is an owner of VistaCore since its inception in 01/01/2013. CFO; spends approximately 20 hours/month on the financials and operations of VistaCore. Vista Core does hour banking in a bank trusteed account for bona fide fringe benefits on behalf of selected clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-02 |
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