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1640 East Cypress Suite A, Redding, CA 96002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-17 |
| CA | RA | APPROVED | 2024-06-21 |
Branch Locations
1640 East Cypress Suite A, Redding, CA 96002 • United States
1380 Hilltop Dr., Redding, CA 96003 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 02/2020 | 01/2022 |
| Signarama | Redding | CA | 11/2019 | 01/2020 |
| Lowe's | Redding | CA | 12/2017 | 11/2019 |
| Crown Motors Redding | Redding | CA | 11/2017 | 12/2017 |
| Lehigh Southwest Cement | Redding | CA | 09/2013 | 10/2017 |
| Valic Financial Advisors, Inc. | Ridgeland | MS | 03/2022 | 03/2023 |
| Agia | Houston | TX | 12/2022 | 03/2023 |
| Pine Brook Wealth Management Llc | Redding | CA | 03/2023 | 05/2024 |
| Lpl Financial Llc | Redding | CA | 06/2024 | Present |
| Rubicon Advisors | Redding | CA | 06/2024 | Present |
| Members 1St Credit Union | Redding | CA | 06/2024 | Present |
1. 06/20/2024 - RUBICON ADVISORS - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 6/20/2024 - 160 Hrs/Mo; 8 Hrs During Trading. 2. 06/25/2024 - RUBICON ADVISORS - Inv Related - At Reported Business Location(s) - Registered Investment Advisor - Started: 6/20/2024 - 160 Hrs/Mo; 6 Hrs During Trading - I provide investment advisory services through Rubicon Advisors, an independent investment advisor firm. I started this business activity in 6/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3) 01/09/2025 - North State Wealth Management - Investment Related - DBA for LPL Business (entity for LPL business) - Redding, CA - Start Date:12/09/2024 - 40 Hrs/Mth - 40 Hrs During Trading. 4) 01/03/2025 - North State Wealth Management - Not Investment Related - Business Entity For Tax/Investment Purposes Only - Redding, CA - Start Date:12/09/2024 - 40 Hrs/Mth - 40 Hrs During Trading. 5) 05/16/2025 - Upward Junk Removal - Inv. Related - Other - Business Owner - Home Based - Start Date:05/13/2025 - 40 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-15 |
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