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500 Capitol Mall Suite 2060, Sacramento, CA 95814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-01-03 |
Branch Locations
500 Capitol Mall Suite 2060, Sacramento, CA 95814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Towerpoint Wealth, Llc | Sacramento | CA | 12/2022 | Present |
| Miller Creations Online | Sacramento | CA | 01/2019 | 06/2023 |
| State Of California, Department Of Housing | Sacramento | CA | 08/2019 | 02/2021 |
| Apercen Partners | Palo Alto | CA | 04/2017 | 05/2019 |
| Keller Williams | Roseville | CA | 01/2016 | 12/2017 |
| Purshe Kaplan Sterling Investments | Albany | NY | 11/2023 | Present |
1) Towerpoint Wealth, LLC. Investment Related. At registered location. RIA. Associate Wealth Advisor. 11/16/2023. Hrs/month 160 all during trading hours. Client servicing, business development.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-03-01 |
| S65 | Uniform Investment Adviser Law Examination | 2022-10-05 |
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