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Twin Rivers Wealth Management CRD 305773
$122M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1783 Tribute Rd., Suite D, Sacramento, CA 95815 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-10-11 |
Branch Locations
1783 Tribute Rd., Suite D, Sacramento, CA 95815 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 11/2013 | 12/2019 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 11/2013 | 12/2019 |
| Twin Rivers Wealth Management | Sacramento | CA | 10/2019 | Present |
| Wright Tax Services | Sacramento | CA | 02/2020 | Present |
- EA, TAX PREPARER, WRIGHT TAX SERVICES, SACRAMENTO, CA - 160HRS/MO DURING TAX SEASON, 30HRS/MO DURING SEP AND OCT. - LANDLORD FOR RENTAL PROPERTY, SACRAMENTO, CA, 9/2016. NIR - 2 HR/MO - 0/TRADING. - YOUTH SOCCER REFEREE, SACRAMENTO, CA, 8/2018. NIR - 9/MO - 0/TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2009-04-04 |
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