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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-04-12 |
Branch Locations
3007 Douglas Boulevard Suite 150, Roseville, CA 95661 • 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 |
|---|---|---|---|---|
| Unemployed | New York | NY | 03/2013 | 07/2017 |
| Northridge Country Club | Carmichael | CA | 07/2017 | 08/2023 |
| Desert Capital Management Group Inc | Gold River | CA | 06/2020 | 08/2021 |
| Lpl Financial, Llc | Fair Oaks | CA | 10/2021 | 04/2024 |
| Commonwealth Financial Network | Sacramento | CA | 04/2024 | Present |
| Causeway Strategic Financial Advisors | Sacramento | CA | 04/2024 | Present |
1.Fixed insurance sales; as of 04/01/2024; 5% of time spent during business hours; Conducted at branch location; Investment related. 2.Bartender, Serritella's Italian Restaurant & Pizzeria, located at 6241 Fair Oaks Blvd Carmichael, CA 95608 as of 04/27/2023 Approximately 0% time spent during business hours; Not Conducted at branch location; Not Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-12-30 |
| S65 | Uniform Investment Adviser Law Examination | 2020-06-08 |
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