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6215 South Walnut Suite F, Loomis, CA 95650 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
6215 South Walnut Street Ste. F, Loomis, CA 95650 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| R. Elder Cfp | Loomis | CA | 06/2001 | Present |
President, South Placer Heritage Foundation, a non-profit corporation formed for historical purposes. P.O. Box 1152, Loomis, CA 95650. Active since 1995 with 2 hours per week involvement. Involvement dates to 1995. Insurance broker since 1976 at current business address with less than 5 hours time per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-03 |
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