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El Dorado Hills, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-01-08 |
| CA | RA | APPROVED | 2015-09-03 |
Branch Locations
1024 Iron Point Road Suite 100 - 1490, Folsom, CA 95630 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Storehouse Financial, Llc | Folsom | CA | 02/2008 | 12/2020 |
| Riverpath Investments Llc | Folsom | CA | 03/2015 | Present |
CA Resident Insurance Producer; investment-related; 1024 Iron Point Road, Suite 100-1490; Folsom, CA 95630; licensed insurance agent; Life-Only, Variable Contracts, Accident & Health; October 1998
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 1993-02-05 |
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