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Rocklin, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-09 |
| NV | RA | APPROVED | 2026-01-09 |
| TX | RA | APPROVED_RES | 2024-07-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Rocklin | CA | 04/2016 | 04/2024 |
| Western Wealth Management Llc | Golden | CO | 04/2016 | 09/2016 |
| Strategic Wealth Advisors Group, Llc | Rocklin | CA | 10/2017 | 04/2024 |
| Mccurdy Financial Solutions | Rocklin | CA | 10/2023 | Present |
(1) 04/28/2016: Rental Properties - Real Estate Rental - Investment Related - 3436 Cobblestone Dr, Rocklin, CA, 95765 - Start 07/19/2004 - 3 Hr/Mo; 0 Hour(s) During Securities Trading; 3% Time Spent - Property Managers in place for each property. I approve tenant and major improvement decisions. 2596 N 2275 W, Clinton, UT 84015 / 729 E 2700 N, Ogden, UT 84414 / 392 Shannon Dr, Vacaville, CA 95688. (2) 1/19/2022 - Law Office of James Aladino Parenti - Not Investment Related - At Reported Business Location(s) - Outside/W-2 Employment - Started 01/24/2022 - 50 Hours Per Month/0 Hours During Securities Trading - Tax Return Data Entry.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-05 |
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