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5707 Southwest Parkway Bldg 2 Ste 401, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-24 |
Branch Locations
5707 Southwest Parkway Bldg 2 Ste 401, Austin, TX 78735 • United States
1420 Rocky Ridge Drive Suite 300, Roseville, CA 95661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hewitt Financial Services Llc | Sacramento | CA | 05/2013 | 05/2019 |
| Aon Hewitt Financial Advisors Llc | Sacramento | CA | 05/2013 | 05/2019 |
| Columbia Private Bank | Roseville | CA | 06/2023 | 10/2024 |
| Columbia Trust Company | Roseville | CA | 10/2024 | 07/2026 |
| Kestra Financial Inc. | Roseville | CA | 07/2026 | Present |
| Vista Oaks Realty | Rancho Cordova | CA | 05/2019 | 06/2023 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-01-03 |
| S66 | Uniform Combined State Law Examination | 2008-07-31 |
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