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340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-30 |
Branch Locations
2999 Douglas Blvd Suite 250, Roseville, CA 95661 • United States
340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Franklin Templeton Distributors Inc. | Rancho Cordova | CA | 10/2011 | 03/2021 |
| Franklin Templeton Financial Services Corp. | Rancho Cordova | CA | 06/2020 | 03/2021 |
| Securities America, Inc. | Roseville | CA | 03/2021 | 01/2024 |
| Arpor Point Advisors | Roseville | CA | 01/2022 | 01/2024 |
| Securities America Advisors | Roseville | CA | 01/2022 | 01/2024 |
| Aw Securities | Folsom | CA | 01/2024 | Present |
| Allworth Financial | Folsom | CA | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2012-06-15 |
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