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Joshua Jacobi Garcia

Allworth Financial, L.P.

Addison, TX

Folsom, CA

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Current Employers
Allworth Financial, L.P.

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-02-28
  • TX RA
    APPROVED
    Since 2022-02-28

Branch Locations

15725 Dallas Parkway Suite 600, Addison, TX 75001 • United States

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Investment Marketing Resources L.P Houston TX 02/2019 Present
Usaa Addison TX 05/2018 08/2018
City Bank Lubbock TX 03/2017 05/2018
Altitude Trampoline Park Lubbock TX 12/2015 03/2017
Student Lubbock TX 08/2018 02/2019
Sagepoint Financial, Inc. Houston TX 02/2019 04/2020
Aw Securities Houston TX 04/2020 Present
Allworth Financial Addison TX 02/2022 Present
  • 02/2019 → Present
    Investment Marketing Resources L.P
    Houston, TX
  • 05/2018 → 08/2018
    Usaa
    Addison, TX
  • 03/2017 → 05/2018
    City Bank
    Lubbock, TX
  • 12/2015 → 03/2017
    Altitude Trampoline Park
    Lubbock, TX
  • 08/2018 → 02/2019
    Student
    Lubbock, TX
  • 02/2019 → 04/2020
    Sagepoint Financial, Inc.
    Houston, TX
  • 04/2020 → Present
    Aw Securities
    Houston, TX
  • 02/2022 → Present
    Allworth Financial
    Addison, TX
Designations

View on SEC IAPD

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