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2375 E. Camelback, Ste. 600, Phoenix, AZ 85016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-11-12 |
| CA | RA | APPROVED | 2025-09-22 |
| TX | RA | APPROVED_RES | 2023-12-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allworth Financial | Sacramento | CA | 12/2013 | 12/2023 |
| Wise Wealth Partners, Llc | Folsom | CA | 12/2023 | Present |
RENTAL INCOME; 91 46TH STREET, SACRAMENTO, CA; START DATE-8/1/11; POSITION-OWNER; RENT HOME; APPROX. # HRS./MONTH DEVOTED TO OTHER BUSINESS-4; # HRS. DEVOTED DURING SECURITIES TRADING HRS.-NONE; NOT INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-15 |
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