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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-05-11 |
| AZ | RA | APPROVED | 2024-07-22 |
| NV | RA | APPROVED | 2024-07-08 |
| TX | RA | APPROVED | 2024-07-02 |
| CA | RA | APPROVED | 2024-04-29 |
Branch Locations
1 Capitol Mall Suite 300, Sacramento, CA 95814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Adesa Brashers | Rio Linda | CA | 02/2018 | 06/2018 |
| Sacramento State University | Sacramento | CA | 08/2015 | 12/2017 |
| Cafe Bernardo | Sacramento | CA | 04/2017 | 04/2018 |
| New York Life Ins Co | Elk Grove | CA | 05/2018 | 08/2023 |
| Nylife Securities Llc | Elk Grove | CA | 09/2019 | 08/2023 |
| Guardian Life Insurance Company | Sacramento | CA | 09/2023 | Present |
| Park Avenue Securities | Sacramento | CA | 10/2023 | Present |
1. Villmatic Financial, Start Date: 12/15/2021, Address: 5024 Trouville Ln., Sacramento CA 95835, 1 total hour per month; 0 during securities trading hours, Not investment related, No annual compensation,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 2019-12-31 |
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