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10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-28 |
Branch Locations
10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
201A Concourse Blvd, Santa Rosa, CA 95403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bank | Santa Rosa | CA | 03/2011 | 07/2017 |
| U.S. Bancorp Investments, Inc. | Santa Rosa | CA | 07/2017 | 02/2021 |
| Fermata Advisors Llc | Santa Rosa | CA | 02/2021 | 07/2022 |
| Dfpg Investments, Llc | Sandy | UT | 08/2022 | 02/2025 |
| Sonoma Allocations Llc | Santa Rosa | CA | 02/2025 | Present |
1) Fixed Insurance; non-investment related; Santa Rosa, California; Fixed Insurance Sales; non-producing license holder; 04/2018; 0% during business hours; non-producing license holder.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-15 |
| S63 | Uniform Securities Agent State Law Examination | 2018-03-10 |
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