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1783 Tribute Rd., Suite D, Sacramento, CA 95815 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-10-11 |
Branch Locations
1783 Tribute Rd., Suite D, Sacramento, CA 95815 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fountainhead Wealth | Sacramento | CA | 06/2017 | 08/2017 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2017 | 12/2019 |
| Wright Tax Services | Sacramento | CA | 01/2012 | 09/2019 |
| Cambridge Investment Research Advisors, Inc | Sacramento | CA | 05/2018 | 12/2019 |
| Twin Rivers Wealth Management | Sacramento | CA | 08/2019 | Present |
| Wright Tax Services | Sacramento | CA | 02/2022 | Present |
- Tax preparer, Wright Tax Services - 100hr/mo, 0hr during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-13 |
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