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1107 Investment Blvd., Ste. 135, El Dorado Hills, CA 95762 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-19 |
Branch Locations
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 |
|---|---|---|---|---|
| Statheros Financial Solutions, Inc. | El Dorado Hills | CA | 06/2026 | Present |
| Grand Canyon University | Phoenix | AZ | 08/2024 | 05/2026 |
| Charles Schwab | Phoenix | AZ | 09/2025 | 05/2026 |
| Brighton Jones | Scottsdale | AZ | 06/2025 | 08/2025 |
| Statheros Financial Solutions, Inc. | El Dorado Hills | CA | 05/2025 | 06/2025 |
| Cuesta College | San Luis Obispo | CA | 08/2022 | 05/2024 |
| Ridd Pest Control | Charlotte | NC | 05/2024 | 08/2024 |
| Public Schools | Placerville | CA | 08/2015 | 06/2022 |
| Unemployed | Placerville | CA | 07/2022 | 07/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-18 |
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