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340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-06-17 |
Branch Locations
340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allworth Financial | Folsom | CA | 04/2018 | Present |
| University Enterprise Inc | Sacramento | CA | 10/2017 | 04/2018 |
| Sacramento State University | Sacramento | CA | 01/2017 | 04/2018 |
| Lyft | Sacramento | CA | 09/2014 | 04/2018 |
| Sacramento City College | Sacramento | CA | 01/2015 | 12/2016 |
| Carmax | Roseville | CA | 08/2016 | 11/2016 |
| Aw Securities | Folsom | CA | 11/2021 | Present |
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