James Brady Risalvato

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-08-31

Branch Locations

15725 Dallas Parkway Suite 600, Addison, TX 75001 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
University Of Missouri - Kansas City	Kansas City	MO	08/2014	05/2018
Foresters Financial	Overland Park	KS	05/2017	07/2017
Creativeone	Leawood	KS	08/2017	07/2018
Change Path Llc	Leawood	KS	06/2018	07/2018
Morgan Stanley	Leawood	KS	07/2018	10/2019
Morgan Stanley Private Bank, National Association	New York	NY	07/2018	10/2019
Fisher Investments	Plano	TX	01/2020	07/2022
Gds Wealth Management	Flower Mound	TX	07/2022	02/2023
Personal Capital Advisors Corporation	Aubrey	TX	02/2023	08/2023
Empower Advisory Group, Llc	Greenwood Village	CO	04/2023	08/2023
Allworth Financial, L.P.	Folsom	CA	08/2023	Present

08/2014 → 05/2018

University Of Missouri - Kansas City

Kansas City, MO
05/2017 → 07/2017

Foresters Financial

Overland Park, KS
08/2017 → 07/2018

Creativeone

Leawood, KS
06/2018 → 07/2018

Change Path Llc

Leawood, KS
07/2018 → 10/2019

Morgan Stanley

Leawood, KS
07/2018 → 10/2019

Morgan Stanley Private Bank, National Association

New York, NY
01/2020 → 07/2022

Fisher Investments

Plano, TX
07/2022 → 02/2023

Gds Wealth Management

Flower Mound, TX
02/2023 → 08/2023

Personal Capital Advisors Corporation

Aubrey, TX
04/2023 → 08/2023

Empower Advisory Group, Llc

Greenwood Village, CO
08/2023 → Present

Allworth Financial, L.P.

Folsom, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-09-21