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340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-12 |
Branch Locations
1331 N California Blvd Suite 350, Walnut Creek, CA 94596 • United States
340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Del Monte Group | Alamo | CA | 09/1992 | 05/2024 |
| Wymac Capital Inc | Walnut Creek | CA | 12/2000 | Present |
| Heritage Apartments | Provo | UT | 05/2003 | 05/2024 |
| Allworth Financial | Walnut Creek | CA | 05/2024 | Present |
Rental Property at 143 N 910 E, Santaquinn, UT 84655 - zero hours per week John Muir Health Foundation - 1400 Treat Blvd, Walnut Creek, CA 94597 - Board Member - 1 hour per week maximum - no compensation - not investment related Sunnyside Pocatello LLC - 431 McKinley Ave, Pocatello, ID - Commercial Property Holdings - zero hours per week Heritage Apartments - 885 N 500 West, Provo, UT - Property Holdings in LLC - zero hours per week Church of Jesus Christ of Latter-day Saints - San Ramon, CA - Executive Secretary for the Stake President - no time during trading hours - no compensation - not investment related Bryan Ranch Homeowners Association - Board of Directors Member & Treasurer - Alamo, CA - no time during trading hours - no compensation - not investment related Del Monte Financial Services, Inc - President and sole shareholder - Walnut Creek, CA - receipt of personal insurance commissions of less than $10k per year
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-04-27 |
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