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Lava Ridge, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full Time Student - Sierra College | Rocklin | CA | 01/2020 | 08/2021 |
| 9Round | Citrus Heights | CA | 02/2019 | 05/2019 |
| Alaska Zipline Adventures | Juneau | AK | 05/2018 | 08/2018 |
| Sabbatical | Citrus Heights | CA | 09/2018 | 01/2019 |
| Sabbatical | Citrus Heights | CA | 06/2019 | 12/2020 |
| Haney Biz Marketing | Rocklin | CA | 01/2018 | 05/2018 |
| Sabbatical | Citrus Heights | CA | 07/2017 | 12/2017 |
| School | Citrus Heights | CA | 01/2010 | 06/2017 |
| Thrivent Investment Management Inc | Roseville | CA | 06/2020 | 05/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Roseville | CA | 05/2022 | 08/2023 |
| Bank Of America N.A. | Roseville | CA | 05/2022 | 08/2023 |
| V3 Electric | El Dorado Hills | CA | 10/2019 | 02/2020 |
| U.S. Bancorp Investments, Inc. | Knoxville | TN | 08/2023 | 01/2025 |
| Factor Financial Llc | Sacramento | CA | 01/2025 | Present |
| Analog Capital Partners Llc | Citrus Heights | CA | 05/2025 | 06/2025 |
| Factor Insurance Solutions | Roseville | CA | 10/2025 | Present |
Factor Insurance Solutions, investment-related, 2281 Lava Ridge Court, STE 200, Roseville, CA 95661, Insurance sales, Insurance Agent, 10/2025, approx 4 hours per month during securities trading hours, Insurance product sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-26 |
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