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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-07 |
Branch Locations
Sacramento, CA • United States
1201 Pacific Ave Suite 600, Tacoma, WA 98402 • 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 |
|---|---|---|---|---|
| Morgan Stanley | Roseville | CA | 07/2016 | 10/2016 |
| Asurea | Roseville | CA | 01/2016 | 10/2018 |
| Independent | Sacramento | CA | 01/2012 | 10/2018 |
| Edward Jones | St Louis | MO | 11/2018 | 07/2019 |
| Aspire Financial | Roseville | CA | 01/2014 | 04/2018 |
| Morgan Stanley | Roseville | CA | 10/2019 | 04/2022 |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2019 | 04/2022 |
| The Prudential Insurance Company Of America | Roseville | CA | 04/2022 | 07/2022 |
| Pruco Securities, Llc | Roseville | CA | 04/2022 | 07/2022 |
| Lpl Financial Llc | Sacramento | CA | 07/2022 | 01/2023 |
| Mutual Of Omaha Investor Service | Sacramento | CA | 02/2023 | 01/2024 |
| Mutual Of Omaha Insurance Company | Sacramento | CA | 01/2023 | 01/2024 |
| Nationwide Investment Services Corporation | Columbus | OH | 01/2024 | 01/2026 |
| Voya Financial Advisors | Sacramento | CA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-05 |
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