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340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-15 |
Branch Locations
340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grunden Financial Advisory | Denton | TX | 06/2003 | 01/2026 |
| Allworth Financial | Denton | TX | 01/2026 | Present |
1. ADJUNCT FINANCE PROFESSOR AT THE UNIVERSITY OF NORTH TEXAS (FIREL DEPARTMENT, 1155 UNION CIRCLE, #305339, DENTON, TX 76203). NOT INVESTMENT RELATED. NATURE OF THE BUSINESS IS HIGHER EDUCATION. RELATIONSHIP/POSITION IS AN ADJUNCT FACULTY MEMBER. START DATE WAS AUGUST 2010. NUMBER OF HRS/MO DEVOTED TO PROFESSOR RESPONSIBILITIES: 24. NUMBER OF HRS/MO. DEVOTED TO PROFESSOR RESPONSIBILITIES DURING TRADING HOURS: 0. DUTIES AS PROFESSOR: EDUCATE STUDENTS ON PERSONAL FINANCE TOPICS (BUDGETS, NET WORTH STATEMENTS, CONSUMER CREDIT, PURCHASE DECISIONS, REAL ESTATE, INSURANCE, INVESTMENTS, RETIREMENT PLANNING). 2. PROPERTY MANAGER/OWNER FOR RAGAN PROPERTY MANAGEMENT, ARGYLE TX (street address omitted due to residential address privacy), NOT INVESTMENT RELATED, NATURE OF BUSINESS IS PROPERTY MANAGER FOR 2 SHORT TERM RENTALS IN COLORADO, START DATE APRIL 2018, 10 HOURS PER MONTH (2 HOURS DURING TRADING HOURS)
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