Richard Lee Watson

Current Employers

Employment History

• 02/2009 → 12/2017
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 02/2009 → 01/2026
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 10/2018 → 01/2026
  Ewg Elevate Inc. D/B/A Eagle West Group
  Roseville, CA
• 01/2009 → 01/2026
  Eagle West Group
  Roseville, CA
• 01/2026 → Present
  Avior Wealth Management, Llc
  Roseville, CA
• 07/2022 → 01/2026
  National Referral Network
  Roseville, CA

Previous Registrations

• 2018-10-10 → 2025-12-31
  Protection Point Advisors
  Roseville, CA
• 2009-02-18 → 2019-02-13
  Cambridge Investment Research Advisors, Inc.
  Roseville, CA
• 1999-07-19 → 2009-02-23
  Eagle Strategies Llc
  Roseville, CA

Other Businesses

Richard Lee Watson is a licensed insurance agent. From time to time, he will offer clients advice or products from this activity. Clients should be aware that these services pay a commission and involve a possible conflict of interest, as commissionable products can conflict with the fiduciary duties of a registered investment adviser. EWG Elevate Inc. always acts in the best interest of the client; including in the sale of commissionable products to advisory clients. Clients are in no way required to implement the plan through any representative of EWG Elevate Inc. in their capacity as a licensed insurance agent. Majority owner of National Referral Network and President - NRN is a public referral and business connection site open that specializes in working with professional advisors, like attorneys and accountants, so they can better manage the outsourced referrals they make. The site also offers business coaching and exit assistance for these same professional members though the network Majority owner of PPA Invest Team and President - PPA invest team provides the investment management in Co-Living real estate rental homes, purchasing and making allocation decisions for the PPA Co-Living fund 1. 1.the name of the other business - PPA Invest Team 2.whether the business is investment-related; Yes - PPA CoLiving 1, real estate fund - closed 3.the address of the other business; 3200 Douglas Blvd, Suite 305, Roseville, CA 95661 4.the nature of the other business; Owns 15 homes in TX, GA, and IN that are either rented to individual families or are rented by the room 5.your position - Managing Partner 6.title, or relationship with the other business; Old fund from PPA that still exists. Looking for opportunity to make final distributions back to investors 7.the start date of your relationship; May 5th 2022 8.the approximate number of hours/month you devote to the other business; 1.5 9.the number of hours you devote to the other business during securities trading hours;0 10.and briefly describe your duties relating to the other business; Supervise Audits and tax return prep. Communicate with investors quarterly. Consider liquidation options for the fund. Eagle West Group, Inc. Owner and President - Functions as the corporate holding company for client relationships and advisory business provided by Richard Watson, as an IAR of EWG Elevate, Inc. Richard Lee Watson is member of Entrepreneur's Organization. Richard Watson is a co-author of a book titled A firm worth building: Running a better professional business sold on Amazon.com ?the name of the other business; Carole Watson Revocable Trust ?whether the business is investment-related; Yes ?the address of the other business; 3890 Valley Quail Drive, Loomis, CA 95650 ?the nature of the other business; Mother's Trust ?your position; Successor Trustee ?title, or relationship with the other business; Successor Trustee ?the start date of your relationship; 4/2/2026 ?the approximate number of hours/month you devote to the other business; 0 currently; 5/month when mom resigns or passes away ?the number of hours you devote to the other business during securities trading hours; 0 currently; up to 5/month when mom resigns or passes away ?and briefly describe your duties relating to the other business; After she passes away, distribute proceeds, pay debts, and sell her house.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-25
• S63 Uniform Securities Agent State Law Examination
  1991-11-07

Designations

Other Names

• Rick Watson
• Rick Watson