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Current Employers
Fiduciary Financial Advisors

124 Fulton St. East Suite 200, Grand Rapids, MI 49503 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-06-04
  • CA RA
    APPROVED
    Since 2025-06-04

Branch Locations

Sacramento, CA • United States

124 Fulton St. East Suite 200, Grand Rapids, MI 49503 • 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
Sacramento County Sacramento CA 09/2008 06/2020
State Of California Sacramento CA 06/2020 08/2023
Brown And Caldwell Sacramento CA 08/2023 07/2024
Sacramento County Sacramento CA 02/2025 Present
Self Employed Sacramento CA 07/2024 02/2025
Fiduciary Financial Advisors Grand Rapids MI 06/2025 Present
  • 09/2008 → 06/2020
    Sacramento County
    Sacramento, CA
  • 06/2020 → 08/2023
    State Of California
    Sacramento, CA
  • 08/2023 → 07/2024
    Brown And Caldwell
    Sacramento, CA
  • 02/2025 → Present
    Sacramento County
    Sacramento, CA
  • 07/2024 → 02/2025
    Self Employed
    Sacramento, CA
  • 06/2025 → Present
    Grand Rapids, MI
Other Businesses

SACRAMENTO COUNTY CIVIL ENGINEER. NOT INVESTMENT RELATED. SACRAMENTO, CA. CIVIL ENGINEER. START DATE: 02.2025. DESIGN, BUILD, AND MAINTAIN PUBLIC INFRASTRUCTURE PROJECTS SUCH AS ROADS, BRIDGES, WATER SYSTEMS, AND DRAINAGE FACILITIES THAT SERVE THE COUNTY'S COMMUNITIES. LESS THAN 10% OF TIME PER MONTH.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-21
  • S65 Uniform Investment Adviser Law Examination
    2024-10-21

View on SEC IAPD

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