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Statheros Financial Solutions, Inc. CRD 306217
$926M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1107 Investment Blvd., Ste. 135, El Dorado Hills, CA 95762 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
2107 North 1St Street Suite 415, San Jose, CA 95131 • United States
1107 Investment Blvd., Ste. 135, El Dorado Hills, CA 95762 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pgr Solutions, Llc (Succeeded To Statheros Financial Solutions) | Campbell | CA | 07/2002 | 11/2019 |
| Statheros Financial Solutions, Inc. | El Dorado Hills | CA | 11/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-11-01 |
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