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4970 Rocklin Road Suite 200, Rocklin, CA 95677 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-04-06 |
| TX | RA | APPROVED | 2021-07-26 |
Branch Locations
120 Newport Center Drive Suite 100, Newport Beach, CA 92660 • United States
4970 Rocklin Road Suite 200, Rocklin, CA 95677 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Douglas Feed And Pet Supply | Granite Bay | CA | 06/2017 | 08/2017 |
| Rwwm, Inc. | Rocklin | CA | 05/2018 | 08/2018 |
| Glenair, Inc. | Glendale | CA | 06/2019 | 08/2019 |
| Rwwm, Inc. | Rockin | CA | 05/2020 | 08/2020 |
| Student | Walnut Creek | CA | 08/2006 | 08/2017 |
| Roseman Wagner Wealth Management | Dallas | TX | 06/2021 | Present |
| Texas Christian University | Fort Worth | TX | 08/2017 | 06/2021 |
RAW Cattle Company; Owner; Start date 09/2013; Dallas; Texas; Breeding, raising, and selling Angus show cattle; 2 hours a month spent.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-23 |
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