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Cameron Park, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-04-08 |
| TX | RA | APPROVED_RES | 2024-05-15 |
| CA | RA | APPROVED | 2024-02-29 |
Branch Locations
Cameron Park, CA • United States
1650 Garnet Avenue #1090, San Diego, CA 92109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-13 |
| TX | RA | APPROVED | 2025-01-13 |
Branch Locations
1650 Garnet Avenue #1090, San Diego, CA 92109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Symphony Financial Planning, Llc | Davis | CA | 03/2017 | 10/2017 |
| Symphony Financial Planning, Llc | Davis | CA | 06/2014 | 03/2017 |
| Self-Employed | West Sacramento | CA | 11/2017 | 01/2020 |
| Blend Financial Inc Dba Origin Financial | San Francisco | CA | 01/2020 | 11/2023 |
| Heather Comella Consulting Llc Dba Folsom Wealth Advisors | Folsom | CA | 11/2023 | Present |
| Nerdwallet Advisors | Folsom | CA | 03/2024 | 12/2024 |
| Nectarine | Folsom | CA | 01/2025 | Present |
| Hightower Securities, Llc | Chicago | IL | 12/2023 | 02/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-14 |
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