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810 Standiford Ave Suite 1, Modesto, CA 95350 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-10-20 |
Branch Locations
810 Standiford Ave Suite 1, Modesto, CA 95350 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oliveira Wealth | Modesto | CA | 10/2019 | 10/2021 |
| Mid Valley Agriculture Services | Hughson | CA | 03/2019 | 06/2019 |
| B Js Restaurant | Modesto | CA | 10/2018 | 10/2019 |
| Self-Employed | Modesto | CA | 06/2015 | 10/2018 |
| Lpl Financial Llc | Modesto | CA | 10/2019 | 10/2021 |
| Oliveira Wealth, Llc | Modesto | CA | 10/2021 | Present |
| The Leaders Group | Littleton | CO | 10/2021 | Present |
| Oliveira Wealth | Modesto | CA | 10/2019 | Present |
1.) OLIVEIRA WEALTH LLC - 10/21/2021 - 810 Standiford Avenue, Suite 1, Modesto, CA 95350 - IAR, Invt Rel, RIA business, 100 hrs/mo; 100 hrs/mo (during trading hours). 2.) OLIVEIRA WEALTH - 10/1/2019 - 810 Standiford Avenue, Suite 1, Modesto, CA 95350 - Life insurance agent, Soliciting and analyzing life insurance for clients, Invt Rel, Insurance business, 100 hrs/mo; 0 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 2020-01-31 |
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