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2531 Merrychase Dr. Suite 200, Cameron Park, CA 95682 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-15 |
| CA | RA | APPROVED | 2024-10-30 |
Branch Locations
2531 Merrychase Dr. Suite 200, Cameron Park, CA 95682 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sierra Wealth Management | Cameron Park | CA | 01/2003 | Present |
| Golden State Propane | Shingle Springs | CA | 03/2009 | 09/2019 |
| Scf Securities, Inc | Fresno | CA | 06/2012 | 10/2024 |
| Scf Investment Advisors, Inc | Fresno | CA | 06/2012 | 10/2024 |
| 5 Talents Advisors, Inc. | Cameron Park | CA | 10/2024 | Present |
INSURANCE AGENT; INVESTMENT RELATED; INSURANCE SALES; CAMERON PARK, CA; SPENDS APPROX 8 HOURS DURING TRADING. SIERRA WEALTH MGNT; NOT INVESTMENT RELATED; OWNER/PRESIDENT; CAMERON PARK, CA; START: 06/2003 TO PRESENT; SPENDS APPROX 1 HOUR/MONTH DURING TRADING HOURS; USED FOR INCOME AND TAX PURPOSES. PLACERVILLE LIONS CLUB; NOT INVESTMENT RELATED; PLACERVILLE, CA; BOARD MEMBER; START 1/2001; SPENDS APPROX. 5 HOURS/MONTH OUTSIDE OF TRADING HOURS;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-08-27 |
| S65 | Uniform Investment Adviser Law Examination | 1998-08-27 |
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