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3620 American River Drive Suite 145, Sacramento, CA 95864 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-30 |
| CA | RA | APPROVED | 2006-04-06 |
Branch Locations
3620 American River Drive Suite 145, Sacramento, CA 95864 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avisen Wealth Management, Inc. | Sacramento | CA | 03/2005 | Present |
| Avisen Advisors, Llc | Sacramento | CA | 03/2005 | Present |
AVISEN ADVISORS, LLC., 3620 AMERICAN RIVER DRIVE, SUITE 145, SACRAMENTO, CA 95864 RIA INVESTMENT RELATED. INVESTMENT ADVISOR REPRESENTATIVE, DUTIES INCLUDE PORTFOLIO MANAGEMENT SERVICES. START DATE IS JANUARY 14, 2002. APPROXIMATELY 85 HOURS PER MONTH DEVOTED TO BUSINESS, OF WHICH 48 HOURS ARE DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 1984-11-02 |
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