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340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2021-11-03 |
| TX | RA | APPROVED_RES | 2021-11-02 |
Branch Locations
340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
11240 N. Tatum Blvd. Suite 110, Phoenix, AZ 85028 • 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 |
|---|---|---|---|---|
| First Allied Securities, Inc | San Diego | CA | 04/2015 | 11/2021 |
| Bhf Rg Capital Inc. Dba Rg Capital | Scottsdale | AZ | 04/2015 | 11/2021 |
| First Allied Advisory Services, Inc | San Diego | CA | 04/2015 | 11/2020 |
| First Allied Advisory Services | Schaumburg | IL | 11/2020 | 11/2021 |
| Aw Securities | Scottsdale | AZ | 11/2021 | Present |
| Allworth Financial | Scottsdale | AZ | 11/2021 | Present |
1. DYNAMITE OFFICE HOLDINGS, LLC; MANAGING MEMBER; HOLDING COMPANY OR TAX/BILL PAYMENT ENTITY; START DATE: 10/01/2019; 4 HOURS PER MONTH. 2. IT'S HAPPENING, LLC.; PARTNER; REAL ESTATE; START DATE: 10/01/2019; 4 HOURS PER MONTH. 3. BHF RG CAPITAL LOCATED IN SCOTTSDALE, AZ. START DATE:11/01/2021, POSITION: PRESIDENT. INVESTMENT RELATED. INVESTMENT ADVISOR. APPROXIMATELY 2 HOURS PER MONTH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2005-03-10 |
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