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340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-05 |
Branch Locations
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 |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 02/2018 | 04/2025 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 10/2019 | 04/2025 |
| Safelite Autoglass | Portland | OR | 07/2017 | 02/2018 |
| Kay Jewelers | Portland | OR | 11/2016 | 07/2017 |
| Unemployed | Sacramento | CA | 02/2016 | 11/2016 |
| Hub International | Portland | OR | 02/2018 | 09/2025 |
| Global Retirement Partners, Llc | San Rafael | CA | 04/2025 | 09/2025 |
| Mmas Securities, Llc | Sacramento | CA | 09/2025 | 04/2026 |
| Marsh Mclennan Agency | Sacramento | CA | 09/2025 | 04/2026 |
| Allworth Financial | Folsom | CA | 08/2026 | Present |
| Umemployed | Sacramento | CA | 05/2026 | 07/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-25 |
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