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Bulverde, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-02 |
Branch Locations
341 Lincoln Street, Roseville, CA 95678 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Up Capital Management, Inc. | Roseville | CA | 06/2015 | Present |
| Financial Time Traveler, Inc. | Roseville | CA | 05/2016 | 04/2018 |
| Helios Quantitative Research, Llc | Granite Bay | CA | 11/2018 | 04/2019 |
| Future Proof (Advisor Circle) | Auburn | CA | 06/2022 | 04/2026 |
| Helios Quantitative Research, Llc | Granite Bay | CA | 04/2019 | 09/2021 |
| Onramp Invest | Auburn | CA | 09/2021 | 06/2022 |
| Up Capital Management, Inc. | Roseville | CA | 04/2026 | Present |
| Modelist, Inc. | Excelsior | MN | 12/2023 | Present |
| Wealthreach | Hauppauge | NY | 05/2026 | Present |
| Helios Integrated Planning | Granite Bay | CA | 04/2019 | 09/2021 |
| Up Capital Management, Inc. | Roseville | CA | 04/2019 | 04/2026 |
Mr. Bayer has a passive equity interest in Future Proof, a wealth management industry events and media company located at 1100 Apex Drive, Suite 300A, Marlborough, MA, 01752. The firm is investment-related, but not engaged in providing investment advice. Mr. Bayer was previously the Chief Marketing Officer from June 2022 to April 2026, and continues to hold an equity interest in the company (since June 2022). He does not devote any hours per month to this business and, therefore, none during securities trading hours. No services are provided and no compensation is received related to this business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-26 |
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