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2520 Douglas Blvd. Ste. 110, Roseville, CA 95661 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-01-28 |
| CA | RA | APPROVED | 2025-05-23 |
| TX | RA | APPROVED_RES | 2024-10-25 |
Branch Locations
2520 Douglas Blvd. Ste. 110, Roseville, CA 95661 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| American Global Wealth Management | Stockbridge | GA | 03/2017 | 12/2018 |
| Cape Securities Inc | Stockbridge | GA | 01/2017 | 04/2026 |
| Cape Investment Advisory, Inc. | Stockbridge | GA | 12/2016 | 09/2018 |
| Fiduciary Solutions, Llc | Roseville | CA | 09/2018 | Present |
| Peak Financial Freedom Group, Llc | Roseville | CA | 11/2018 | Present |
| Paramount Roofing | Buford | GA | 02/2015 | 01/2017 |
Insurance agent business is not investment related. Office address: 2520 Douglas Blvd, Ste. 110, Roseville, CA 95747. Nature of business: Fixed insurance sales. Position: Self Employed. Start date June 2003. Number of hours devoted to business: 15-20 hours a month. Hours devoted to business during trading hours: 4-5 hours week. Business duties: insurance agent service and sales. Peak Financial Freedom Group LLC, is not investment related. Office address: 2520 Douglas Blvd, Ste. 110, Roseville, CA 95747. Business is primarily a fixed insurance product marketing organization. Position: CCO. Start date 11/2018. Number of hours devoted to business: 3-4 hours a day, 60+ a month. Hours devoted to business during trading hours: 2-3 hours a day. Business duties: Compliance oversight, client management, development of individual client plans. Fiduciary Solutions, LLC is RIA related. Office Address 2520 Douglas Blvd, Ste. 110, Roseville, CA 95747. Position of CCO and IAR, duties include compliance oversight, client management and client plan design. Runwell Fleet; not investment related; 2201 Wickson Ave Nashville, TN 37210; merchandise distribution; member/owner; start date of 9/1/2023; 8-10 hours per month with 2-4 during trading hours; administrative and managerial duties including direction on business efficiencies - office procedures, sales practices, marketing materials.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 2010-03-02 |
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