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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-06-17 |
| CA | RA | APPROVED | 2019-10-17 |
Branch Locations
2998 Douglas Blvd Ste 330, Roseville, CA 95661 • United States
Roseville, CA • 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 |
|---|---|---|---|---|
| Sagepoint Financial, Inc. | Roseville | CA | 06/2016 | 10/2019 |
| Robert A Jenkins Iii | Sacramento | CA | 06/2016 | 10/2019 |
| Principal Life Insurance Company | Roseville | CA | 10/2019 | Present |
| Principal Securities Inc | Roseville | CA | 10/2019 | Present |
| Almond Valley Wealth Management | Roseville | CA | 04/2025 | Present |
**Fixed Insurance; Investment Related; Roseville, CA; Agent; Fixed Life, Annuity, DI, Health, LTC, Medicare Supplements, Group Products; Start Date: 10/16/2019; 12 hrs per month; 1 during trading hours. **INSURANCE / Almond Valley Wealth Management (DBA) POSITION: Financial Advisor NATURE: DI/A&H Insurance Fee-based Financial Planning Financial Strategies/Needs Analysis Group/Health Insurance Life Insurance/AnnuitiesMutual Funds/Securities/ VA / VL Seminars/Educational Workshops* INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 6 START DATE: 04/28/2025 ADDRESS: 1478 Stone Point Drive, Suite 390, Roseville CA 95661, United States DESCRIPTION: Marketer, Advisor and RR. **SACRAMENTO STATE ALUMNI ASSOCIATION, PLACER ALUMNI CHAPTER POSITION: Vice President NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 07/11/2024 ADDRESS: 6000 J Street, Sacramento CA 95819, United States DESCRIPTION: Board of Directors, Alumni Association.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-21 |
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