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3017 Douglas Blvd, Suite 300, Roseville, CA 95661 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-02 |
| NV | RA | APPROVED | 2026-01-02 |
| TX | RA | APPROVED_RES | 2020-01-13 |
Branch Locations
3017 Douglas Blvd, Suite 300, Roseville, CA 95661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Financial Group Llc | Auburn | CA | 04/2015 | 05/2017 |
| Uncommon Capital, Llc | New Castle | CA | 10/2017 | 02/2019 |
| Staines Financial, Llc | Rocklin | CA | 02/2019 | 11/2019 |
| Tailored Wealth Management, Llc | Rocklin | CA | 11/2019 | Present |
| Uncommon Capital, Llc | New Castle | CA | 06/2017 | 09/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 2015-09-04 |
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