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340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-11-13 |
Branch Locations
220 Norwood Park South Suite 101, Norwood, MA 02062 • United States
340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shorepoint Capital Partners | Norwood | MA | 10/2009 | 09/2025 |
| Allworth Financial | Norwood | MA | 09/2025 | Present |
1. SUNFLOWER PARTNERS LLC DBA MIRASOL'S CAFE; MANAGING PARTNER; NOT INVESTMENT RELATED; 220 NORWOOD PARK SOUTH, SUITE 101 NORWOOD, MA 02062; SINCE 9/2019; 10-20 HOURS/MONTH, 3-5 DURING TRADING HOURS; MANAGE TWO COFFEE/SANDWICH SHOPS 2 A&B. Demers Food Group - A. equity & B. debt investor - not investment related - no time spent on this during business or trading hours 3 A&B. Fancypants Bakery Co. - A. advisory board member - not investment related - 2 hours a month not during business or trading hours B. part of Shorepoint Income Fund invested as well (investment related) 4. AG Northbrook Investors, LP - investor in private office building - not investment related - no time spent on this during business or trading hours 5. AG Nall Investors, LP - investor in commercial building - not investment related - no time spent on this during business or trading hours 6. Lynn Redevelopment Holding, LLC - investor in multi-family property - no time spent on this during business or trading hours 7. Great Ponds, LLC - investor in multi-family property - no time spent on this during business or trading hours 8. Tucson Food Group - board member and equity investor - investment related as part of Shorepoint Income Funds - 2 hours a month spent on this, sometimes during trading hours 9. Nutrishus Brands - investor in private food company - invested in Shorepoint Capital Partners, LLC and will be ending in 2025 - no time spent on this during trading or business hours 10. Whitting RE - investor in multi-family property - no time spent on this during business or trading hours 11. Oswald LTD - Smash Foods - private investor in food company - no time spent on this during business or trading hours
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-01-26 |
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