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4180 Douglas Blvd Suite 200, Granite Bay, CA 95746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-18 |
| CA | RA | APPROVED | 2023-09-08 |
Branch Locations
4180 Douglas Blvd Suite 200, Granite Bay, CA 95746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Granite Bay | CA | 04/2016 | Present |
| The Wealth Consulting Group | Granite Bay | CA | 04/2016 | 12/2023 |
| Abound Financial | Granite Bay | CA | 09/2023 | Present |
1.10/10/2019; Good Shephard Insurance Company; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 09/16/2019; 5hrs/mth; 0hrs during trading 2.03/09/2021; Smart Holding LLC; Real Estate Rental; Investment Related; Granite Bay,CA; Start Date 12/09/2020; 10hrs/mth; 0hrs during trading 3.08/20/2025; Kerux, LLC; Registered Investment Advisor DBA; Investment Related; Grantite Bay, CA; Start Date 08/19/2025; 120hrs/mth; 5hrs during trading; 4.05/22/2026; Paraklesis LLC; Founder; Not Investment Related; Granite Bay, CA; Start Date 05/22/2026; 20% time/Mth during trading securities hours; Podcast discussing faith, finance and entrepreneurship for educational purposes 5.08/20/2025; Kerux, LLC; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 08/13/2025; 40hrs/mth; 8hrs during trading; 6.08/20/2025; Kerux, LLC; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 08/13/2025; 40hrs/mth; 8hrs during trading; 7.12/18/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Kerux, LLC; Investment Related; at Reported Business Location(s); Start Date 12/12/2025; 165hrs/mth; 4hrs during trading 8.05/29/2026; Paraklesis LLC; Radio/ TV/ Podcast; Investment Related; Granite Bay,CA; Start Date 05/22/2026; 24hrs/mth; 24hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-21 |
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