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13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-25 |
Branch Locations
301 Natoma Street, Suite 106 , Folsom, CA 95630 • United States
13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advisor Share Wealth Management | Vancouver | WA | 08/2026 | Present |
| California State University, Chico | Chico | CA | 09/2018 | 01/2020 |
| Folsom Lake College | Folsom | CA | 09/2016 | 05/2018 |
| Big Sky Office Furniture | Rancho Cordova | CA | 02/2020 | Present |
| Big Sky Office Furniture | Rancho Cordova | CA | 08/2016 | 09/2016 |
| Engineered Financial Solutions | Folsom | CA | 01/2024 | Present |
| Big Sky Office Furniture | Rancho Cordova | CA | 05/2018 | 09/2018 |
Engineered Financial Solutions; Investment-related; 301 Natoma Street, Suite 106 Folsom, CA 95630; Independent insurance agency and retirement planning services; Associate Advisor / Licensed Insurance Agent; Start date is 01/2024; Approximate hours/month is 100; Duties include serving as an associate advisor and licensed agent working under a senior registered representative. Responsibilities include providing operational planning support, managing client communications, coordinating scheduling, and participating in client meetings. Will transition into direct insurance product sales and receive commission-based compensation from future onboarding clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-01 |
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