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Inactive

Richard Gross

Allworth Financial, L.P.

Walnut Creek, CA

Folsom, CA

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Current Employers
Allworth Financial, L.P.

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-05-03
  • CA RA
    APPROVED
    Since 2021-05-03

Branch Locations

1331 N California Blvd Suite 350, Walnut Creek, CA 94596 • United States

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • 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
OrganizationCityStateFromTo
Bluesky Wealth Advisors, Llc Pleasanton CA 09/2013 11/2016
Shone Asset Management, Llc Walnut Creek CA 11/2016 Present
Allworth Financial Walnut Creek CA 05/2021 Present
  • 09/2013 → 11/2016
    Bluesky Wealth Advisors, Llc
    Pleasanton, CA
  • 11/2016 → Present
    Shone Asset Management, Llc
    Walnut Creek, CA
  • 05/2021 → Present
    Allworth Financial
    Walnut Creek, CA
Previous Registrations
  • 2016-11-14 → 2021-08-18
    Shone Wealth Management
    Walnut Creek, CA
  • 2013-09-18 → 2016-11-07
    Bluesky Wealth Advisors, Llc
    Pleasanton, CA
  • 2007-08-02 → 2013-11-27
    Pleasanton Financial Advisors
    Pleasanton, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-07-13
  • S65 Uniform Investment Adviser Law Examination
    2007-07-13
Designations
Other Names
  • Richard Gary Gross

View on SEC IAPD

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Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

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