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340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-07-01 |
Branch Locations
2105 S. Bascom Ave Suite 255, Campbell, CA 95008 • United States
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 |
|---|---|---|---|---|
| Florida Financial Advisors (Dba Tristate Financial Advisors) | Philadelphia | PA | 07/2021 | 01/2022 |
| New Ballet | San Jose | CA | 11/2019 | 07/2021 |
| Whyy | Philadelphia | PA | 07/2019 | 10/2019 |
| Unemployed | Philadelphia | PA | 08/2018 | 06/2019 |
| University Of Pennsylvania | Philadelphia | PA | 07/2014 | 08/2018 |
| Trinity Wealth Securities | Philadelphia | PA | 10/2021 | 01/2022 |
| Zhang Financial Llc | Portage | MI | 02/2022 | 04/2024 |
| Kestra Investment Services, Llc | San Jose | CA | 05/2024 | 06/2024 |
| Kestra Advisory Services Llc | San Jose | CA | 05/2024 | 06/2024 |
| Allworth Financial | Campbell | CA | 06/2024 | Present |
| Aw Securities | Campbell | CA | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-06-01 |
| S65 | Uniform Investment Adviser Law Examination | 2021-07-06 |
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