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500 Capitol Mall Suite 2060, Sacramento, CA 95814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-10-09 |
Branch Locations
500 Capitol Mall Suite 2060, Sacramento, CA 95814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Sacramento | CA | 01/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Sacramento | CA | 11/2016 | 06/2017 |
| Towerpoint Wealth, Llc | Sacramento | CA | 06/2017 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2019 | 06/2021 |
1. Towerpoint Wealth. Investment Related. 500 Capitol Mall, Suite 1060, Sacramento CA. RIA. Director of Research and Analytics. 6/2017. 160 hours per month, 6.5 hours during trading. Research, reporting, portfolio construction.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-27 |
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