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333 University Avenue Suite 200, Sacramento, CA 95825 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2015-11-09 |
Branch Locations
333 University Avenue Suite 200, Sacramento, CA 95825 • United States
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 |
|---|---|---|---|---|
| Guanill Insurance Brokers, Inc. | Sacramento | CA | 08/2006 | Present |
| Guanill Wealth Management, Inc. Dba Guanill Wealth Management | Sacramento | CA | 08/2015 | Present |
| Springer Financial Advisors | Sacramento | CA | 08/2016 | 03/2017 |
| Ca Coast Tax Services Llc | Sacramento | CA | 02/2021 | Present |
| University Total Wellness | Sacramento | CA | 07/2025 | Present |
08/2006 - PRESENT, GUANILL INSURANCE BROKERS, INC.; SACRAMENTO, CA; OWNER/LIFE INSURANCE SALES - LIFE INSURANCE & ANNUITY POLICIES; HOURS DEDICATED: 25/WEEK (25/WEEK DURING TRADING HOURS) 02/2021 - Present; CA Coast Tax Services LLC; Sacramento, CA; Owner; seasonal tax preparation service; 10hrs/month during trading hours. 07/2025 - Present; EG2 Holdings LLC d/b/a University Total Wellness.; Sacramento, CA; Owner; wellness/health and fitness; 12hrs/month (0 hours during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-11-02 |
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