Inactive

Rachael Victoria Burns

True Worth Financial Planning LLC

Granite Bay, CA

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Current Employers

True Worth Financial Planning Llc

Granite Bay, CA • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2020-07-16

CA RA
APPROVED

Since 2020-07-16

Branch Locations

Granite Bay, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Ameriprise	Roseville	CA	07/2017	06/2020
Merrill Lynch	Roseville	CA	02/2015	07/2017
True Worth Financial Planning Llc	Folsom	CA	06/2020	Present

07/2017 → 06/2020

Ameriprise

Roseville, CA
02/2015 → 07/2017

Merrill Lynch

Roseville, CA
06/2020 → Present

True Worth Financial Planning Llc

Folsom, CA

Previous Registrations

2017-06-28 → 2020-07-06

Ameriprise Financial Services, Llc

Roseville, CA
2015-03-02 → 2017-07-03

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Roseville, CA
2009-06-01 → 2015-02-23

Morgan Stanley

Auburn, CA

Sacramento, CA
2008-05-07 → 2009-06-01

Morgan Stanley & Co. Llc

Auburn, CA
2007-08-07 → 2007-09-10

Ameriprise Financial Services, Llc

Roseville, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-08-06

S66 Uniform Combined State Law Examination

2007-08-06

Designations

Other Names

Rachael Victoria Morton

View on SEC IAPD

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