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3001 Douglas Blvd Ste. 142, Roseville, CA 95661 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-10-15 |
| CA | RA | APPROVED | 2025-09-24 |
| TX | RA | APPROVED | 2025-09-24 |
| WA | RA | APPROVED | 2025-09-24 |
Branch Locations
3001 Douglas Blvd Ste. 142, Roseville, CA 95661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grace Community Church | Sun Valley | CA | 06/2016 | 12/2017 |
| Calvary Church | Charlotte | NC | 05/2018 | 07/2018 |
| Vce Inc. | Mint Hill | NC | 07/2018 | 01/2019 |
| Earth Fare | Steele Creek | NC | 01/2019 | 02/2020 |
| Covenant Day School | Matthews | NC | 07/2019 | 06/2020 |
| Chick-Fil-A | Fort Mill | SC | 03/2020 | 03/2021 |
| Door Dash | Elk Grove | CA | 06/2021 | 04/2022 |
| Jackson Catering & Events | Sacramento | CA | 09/2021 | 04/2022 |
| Bankers Life | Roseville | CA | 06/2022 | 08/2022 |
| Northwestern Mutual | Sacramento | CA | 09/2022 | 06/2023 |
| We Alliance Wealth Advisors, Inc. | Roseville | CA | 06/2023 | Present |
| We Alliance Wealth Advisors, Inc. | Roseville | CA | 09/2025 | Present |
| Student | Stevenson Ranch | CA | 12/2017 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-02 |
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