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496 Main Street, Placerville, CA 95667 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-08-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealthguard Advisors, Inc. | Placerville | CA | 01/2017 | Present |
| Wealthguard Advisors, Inc. | Placerville | CA | 08/2018 | Present |
| Church Of Jesus Christ Of Latter-Day-Saints | Seoul | 12/2014 | 12/2016 | |
| Brigham Young Univeristy | Provo | UT | 01/2017 | 04/2019 |
| Copley Alternative Investments Inc. | San Diego | CA | 04/2026 | Present |
1) Wealth Guard Advisors Inc: Located in Placerville, CA, Investment Advisor CFP, started 08/2018, approximately 120 hours per Month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-30 |
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