Tonia Sharda Ryan

200 N Broadway Ave, Suite E, Turlock, CA 95380 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2024-09-24
CA	RA	APPROVED	2021-12-01

Branch Locations

200 N Broadway Ave, Suite E, Turlock, CA 95380 • United States

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

Organization	City	State	From	To
Various Insurance Carriers For W&R Insurance Agencies	Sacramento	CA	12/2013	10/2017
Waddell & Reed, Inc	Sacramento	CA	12/2013	10/2017
Soroptimist International	Sacramento	CA	01/2014	07/2020
Weave	Sacramento	CA	11/2014	10/2017
Team Giving	Newcastle	CA	09/2016	10/2017
Franklin Templeton Investor Services Llc	Rancho Cordova	CA	10/2017	06/2018
Franklin Templeton Distributors Inc.	Rancho Cordova	CA	06/2018	11/2020
Franklin Templeton Financial Services Corp.	Rancho Cordova	CA	06/2020	11/2020
Wealth Design Group	Sacramento	CA	11/2020	Present
Afs Investments	Orangevale	CA	11/2021	Present

12/2013 → 10/2017

Various Insurance Carriers For W&R Insurance Agencies

Sacramento, CA
12/2013 → 10/2017

Waddell & Reed, Inc

Sacramento, CA
01/2014 → 07/2020

Soroptimist International

Sacramento, CA
11/2014 → 10/2017

Weave

Sacramento, CA
09/2016 → 10/2017

Team Giving

Newcastle, CA
10/2017 → 06/2018

Franklin Templeton Investor Services Llc

Rancho Cordova, CA
06/2018 → 11/2020

Franklin Templeton Distributors Inc.

Rancho Cordova, CA
06/2020 → 11/2020

Franklin Templeton Financial Services Corp.

Rancho Cordova, CA
11/2020 → Present

Wealth Design Group

Sacramento, CA
11/2021 → Present

Afs Investments

Orangevale, CA

Self Employed Notary Public, non-investment related, Sacramento, CA, 06/2021 to Present; 4 hours per month none during trading hours

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-10-25
S63	Uniform Securities Agent State Law Examination	2008-06-26

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