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340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-11 |
Branch Locations
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 |
|---|---|---|---|---|
| Pga Tour - Profesessional Golfer | Chico | CA | 06/2018 | 03/2020 |
| Student - Ucla | Los Angeles | CA | 09/2014 | 06/2018 |
| Butte Creek Country Club | Chico | CA | 10/2019 | 05/2020 |
| Lpl Financial/Asset Management Group | Chico | CA | 05/2020 | 02/2021 |
| Chico State University | Chico | CA | 10/2019 | 06/2020 |
| Boise River Fence | Boise | ID | 05/2021 | 11/2021 |
| Principal Financial Group | Boise | ID | 11/2021 | 12/2021 |
| Kurt Kitayama Llc | Chico | CA | 02/2021 | 05/2021 |
| Raymond James Financial Services Inc | Chico | CA | 01/2022 | 06/2025 |
| Raymond James Financial Services Advisors | Chico | CA | 01/2022 | 06/2025 |
| Allworth Financial | Chico | CA | 06/2025 | Present |
| Aw Securities | Chico | CA | 06/2025 | Present |
The Kurt Kitayama Foundation - not investment related - Chico, CA - golf foundation for guiding junior golfers - Director - 1 hour per week not during trading or business hours, providing advice to junior golfers in regard to college recruitment, tournament scheduling, practice regime, etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-04 |
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