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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-09 |
| CA | RA | APPROVED | 2023-10-25 |
Branch Locations
1210 E Roseville Parkway Suite 130, Roseville, CA 95678 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Questar Capital Corporation | Minneapolis | MN | 10/2012 | 03/2019 |
| Questar Asset Management | Minneapolis | MN | 10/2012 | 03/2019 |
| Woodbury Financial Services, Inc. | Roseville | CA | 03/2019 | 11/2022 |
| Woodbury Financial Services, Inc. | Roseville | CA | 03/2019 | 11/2022 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2022 | 10/2023 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 11/2022 | 10/2023 |
| Raymond James Financial Services | Rocklin | CA | 10/2023 | Present |
| First Tech Federal Credit Union | Rocklin | CA | 10/2023 | Present |
| Addison Avenue Investment Services | Rocklin | CA | 10/2023 | Present |
1. Addison Avenue Investment Services Not investment related Rocklin, CA DBA/Support Company Financial Advisor Started: 05/2023. 0 hrs per month, 0 during trading hrs Providing financial advice to bank clients 2 First Tech Federal Credit Union Investment related Rocklin, CA Credit Union Financial Advisor Started: 05/2023. 0 hrs per month, 0 during trading hrs Providing financial advice to bank clients
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-14 |
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