Ronald Dean Segon

Current Employers

Employment History

• 10/2006 → 07/2020
  Calton & Associates, Inc.
  Fair Oaks, CA
• 07/2020 → 07/2025
  Next Financial Group, Inc
  Roseville, CA
• 07/2025 → 08/2026
  Lpl Financial Llc
  Roseville, CA
• 08/2026 → Present
  Sierra Ridge Wealth Management, Llc
  Roseville, CA
• 08/2026 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 08/2026 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2020-07-10 → 2025-07-10
  Next Financial Group, Inc.
  Newcastle, CA
  Sacramento, CA
  Lincoln, CA
  Roseville, CA
  Roseville, CA
• 2013-08-30 → 2020-07-09
  Calton & Associates, Inc.
  Fair Oaks, CA
• 2010-07-05 → 2013-08-30
  Calton & Associates, Inc.
  Roseville, CA
  Fair Oaks, CA

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 02/2004 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS 2. NAME OF OTHER BUSINESS: SIERRA RIDGE WEALTH MANAGEMENT, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 10/2023 POSITION/TITLE/RELATIONSHIP: OPERATIONS MANAGER APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 10 BRIEF DESCRIPTION OF DUTIES: PROCESS IMPROVEMENT 3. NAME OF OTHER BUSINESS: SIERRA RIDGE ADVISOR GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 05/2025 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDES FINANCIAL SERVICES

Exams

• S66 Uniform Combined State Law Examination
  2010-07-02
• S63 Uniform Securities Agent State Law Examination
  2004-07-10

Other Names

• Ron Segon