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923 3Rd Street, Eureka, CA 95501 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| NV | RA | APP_PEND_IARCE | 2026-01-01 |
| NJ | RA | APP_PEND_IARCE | 2026-01-01 |
| AZ | RA | APPROVED | 2019-05-20 |
| TX | RA | APPROVED_RES | 2019-02-06 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Brokerage Services Inc | Eureka | CA | 05/2008 | 09/2019 |
| Summit Financial Group Inc | Eureka | CA | 05/2008 | 05/2021 |
| Redwood Coast Financial Partners | Eureka | CA | 06/2011 | Present |
| Cetera Advisor Networks Llc | Turnersville | NJ | 09/2019 | 05/2021 |
| Cetera Advisor Networks Llc | Turnersville | NJ | 05/2021 | 05/2021 |
1) HUMBOLDT MASONIC LODGE; NOT INVESTMENT RELATED; PO BOX 197 EUREKA, CA 95501; FRATERNAL; MEMEBER; 08/24/2006; APPX 8 HOURS/MONTH; APPX 0 HOURS/MONTH DURING TRADING; ORGANIZATION AND LEADER OF RITUAL WORK. PLANNING OF SOCIAL EVENTS FOR FELLOWSHIP. VOLUNTEER COMMUNITY WORK.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-19 |
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