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340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2020-01-07 |
Branch Locations
8775 Folsom Blvd. Suite 100, Sacramento, CA 95826 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Delta Airlines | Atlanta | GA | 12/1986 | 09/2020 |
| Advisor Risk Management Company | Woodstock | GA | 03/2008 | Present |
| Advisor Financial Services Llp | Woodstock | GA | 10/2010 | 10/2016 |
| Raa | Kennesaw | GA | 07/2016 | Present |
| Allworth Financial, L.P. | Sacramento | CA | 01/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-08-17 |
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