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340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-07-02 |
Branch Locations
2105 S Bascom Ave Ste 255, Campbell, CA 95008 • United States
340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Los Gatos | CA | 12/2009 | 07/2021 |
| Strategic Wealth Advisors Group | Los Gatos | CA | 04/2015 | 07/2021 |
| Aw Securities | Campbell | CA | 07/2021 | Present |
| Allworth Financial | Campbell | CA | 07/2021 | Present |
(1) ENZO GIORDANO FOUNDATION - NOT INVESTMENT RELATED - START DATE: 3/4/2014COMMUNITY, CIVIC AND CHARITABLE BOARD - TIME SPENT 0% - NON-PROFIT FOUNDATION FOR CHARITABLE GIVING. (2) NEW STANDARD EQUITIES (ENCINO, CA) - START DATE 8/18/2020- REAL ESTATE INVESTMENT THROUGH DB PLAN. NO TIME SPENT ON THIS ACTIVITY - PASSIVE INVESTOR. $2500/YEAR
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 1991-02-28 |
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