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Rodney Kent Thompson

We Alliance Wealth Advisors, Inc.

Roseville, CA

CRD 7623863

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Employer firm

We Alliance Wealth Advisors, Inc. CRD 175405

$233M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • SMA MANAGEMENT SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
We Alliance Wealth Advisors, Inc.

3001 Douglas Blvd Ste. 142, Roseville, CA 95661 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-10-15
CA RA APPROVED 2025-09-24
TX RA APPROVED 2025-09-24
WA RA APPROVED 2025-09-24
  • AZ RA
    APPROVED
    Since 2025-10-15
  • CA RA
    APPROVED
    Since 2025-09-24
  • TX RA
    APPROVED
    Since 2025-09-24
  • WA RA
    APPROVED
    Since 2025-09-24

Branch Locations

3001 Douglas Blvd Ste. 142, Roseville, CA 95661 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 06/2016 → 12/2017
    Grace Community Church
    Sun Valley, CA
  • 05/2018 → 07/2018
    Calvary Church
    Charlotte, NC
  • 07/2018 → 01/2019
    Vce Inc.
    Mint Hill, NC
  • 01/2019 → 02/2020
    Earth Fare
    Steele Creek, NC
  • 07/2019 → 06/2020
    Covenant Day School
    Matthews, NC
  • 03/2020 → 03/2021
    Chick-Fil-A
    Fort Mill, SC
  • 06/2021 → 04/2022
    Door Dash
    Elk Grove, CA
  • 09/2021 → 04/2022
    Jackson Catering & Events
    Sacramento, CA
  • 06/2022 → 08/2022
    Bankers Life
    Roseville, CA
  • 09/2022 → 06/2023
    Northwestern Mutual
    Sacramento, CA
  • 06/2023 → Present
    Roseville, CA
  • 09/2025 → Present
    Roseville, CA
  • 12/2017 → 05/2018
    Student
    Stevenson Ranch, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-02
  • S65 Uniform Investment Adviser Law Examination
    2025-09-02
Other Names
  • Rodney K Cunningham

View on SEC IAPD

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