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11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-07 |
Branch Locations
3500 Douglas Blvd Ste 150, Roseville, CA 95661 • United States
11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Futures Trader | Pleasant Hill | CA | 01/2022 | 08/2025 |
| Constellation Brands | Sonoma | CA | 04/2018 | 01/2022 |
| Commodities Trader | Los Angeles | CA | 04/2015 | 04/2018 |
| Kingswood Captial Partners | Roseville | CA | 09/2025 | Present |
| Kingswood Wealth Advisors | Roseville | CA | 11/2025 | Present |
Sutter Wealth Management Address: 3500 Douglas Blvd #150, Roseville, CA 95661 Investment Related: No Nature of Business: DBA Position/Title: Junior Financial Planner Start Date: 10/01/2025 Hours dedicated per Month: 120 Description: Clerical Duties, Data Entry, Sales and Marketing. 2. Sutter Wealth Management,Is Not Investment Related,"3500 Douglas Blvd #150, , Rossville, CA, 95661, United States",DBA,Junior Financial Planner,10/1/2025,120 hours per month,100 hours per month during trading hours,Commission Compensation,"Clerical duties, data entry, sales, and marketing."
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-03 |
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