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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 |
|---|---|---|---|---|
| Kms Financial Services, Inc. | Seattle | WA | 01/2015 | 11/2020 |
| Securities America, Inc. | Roseville | CA | 11/2020 | 01/2024 |
| Securities America Advisors, Inc. | Roseville | CA | 11/2020 | 01/2024 |
| Arbor Point Advisors | Roseville | CA | 03/2021 | 01/2024 |
| Aw Securities | Folsom | CA | 01/2024 | Present |
| Allworth Financial | Folsom | CA | 01/2024 | Present |
ALLISON SCOGGIN (INSURANCE AGENT) POSITION: Agent NATURE: Receipt of trails, etc., from policies written under Tridea. INVESTMENT RELATED: No. No trading or working hours used for this activity, as it's trails only. ADDRESS: 1013 Galleria Blvd, Suite 210, Roseville CA 95678
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 2012-11-21 |
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