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1519 Lincoln Way, Auburn, CA 95603 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-02 |
| TN | RA | APPROVED | 2025-12-02 |
| AZ | RA | APPROVED | 2023-05-17 |
| TX | RA | APPROVED_RES | 2021-04-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mason Morgan Investments | Auburn | CA | 04/2011 | Present |
| Clarion Advisors | Auburn | CA | 12/2012 | Present |
1) OWNER AND MANAGING MEMBER OF MASON MORGAN INVESTMENTS, LLC AND THIS BUSINESS IS INVESTMENT RELATED. Owner and CEO of Clarion Advisors, Inc, and this business is Investment realted. THE ADDRESS for both entities is 1519 LINCOLN WAY, AUBURN, CA 95603. MASON MORGAN INVESTMENTS TAKES 10 approximately HOURS A WEEK. Clarion Advisors takes approx 30 hours a week 2)INSURANCE OF LESS THAN 5 HOURS A MONTH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 2007-05-24 |
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