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3017 Douglas Blvd, Suite 300, Roseville, CA 95661 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-21 |
| NV | RA | APPROVED | 2023-02-09 |
| CA | RA | APPROVED | 2020-11-30 |
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 | San Diego | CA | 02/2014 | 11/2020 |
| Independent Financial Group, Llc | San Diego | CA | 02/2014 | 11/2020 |
| Independent Financial Group, Llc | San Diego | CA | 10/2019 | 11/2020 |
| Steven Sanders, Sole Proprietor | Roseville | CA | 11/2020 | Present |
| Tailored Wealth Management, Llc | Roseville | CA | 11/2020 | Present |
| Whitehall- Parker Securities, Inc. | Roseville | CA | 01/2021 | 12/2022 |
| Emerson Equity Llc | San Mateo | CA | 02/2023 | 07/2023 |
| Jabrri, Llc Dba Grove Biomass | Olivehurst | CA | 11/2023 | Present |
| Davis Financial Advisors | Campbell | CA | 04/2011 | 05/2018 |
(1) Steven Sanders, Sole proprietor; Yes; Campbell, CA; Insurance services; Insurance Agent; 11/2020; 15/MO; 15/MO (2) Jabrri, LLC dba Grove Biomass; No; Olivehurst, CA; Wood Waste Recycling; Owner/ Manager; 11/2023; 20/MO; 2/MO;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 2007-12-03 |
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