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340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-06-10 |
Branch Locations
434 Redcliff Drive Suite A, Redding, CA 96002 • 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 |
|---|---|---|---|---|
| Highway Financial Networks | Redding | CA | 07/2017 | 03/2024 |
| Cattlemens Steakhouse | Redding | CA | 10/2013 | 12/2019 |
| Allworth Financial | Folsom | CA | 04/2024 | Present |
| Aw Securities | Redding | CA | 04/2024 | Present |
Emerald City Associates - multi-family property investment - no time spent on this venture - paid through quarterly dividends - approximately $20k annually
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-09-16 |
| S65 | Uniform Investment Adviser Law Examination | 2018-08-31 |
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