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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-30 |
| CA | RA | APPROVED | 2024-08-26 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Private Wealth Advisors, Llc | Fresno | CA | 09/2006 | 05/2021 |
| Mutual Securities Inc | Fresno | CA | 01/2010 | 10/2018 |
| Sierra Pacific Wealth Advisory Group Inc. | Fresno | CA | 01/2021 | Present |
| Sierra Pacific Wealth Advisory Group | Fresno | CA | 08/2024 | Present |
| Commonwealth Financial Network | San Diego | CA | 08/2024 | Present |
1.Fixed insurance sales; as of 08/01/2024; 1% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Sierra Pacific Wealth Advisory Group, Inc.; a private entity established as an RIA, and to facilitate securities, advisory, and insurance business; as of 11/25/2020; 99% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-19 |
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