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340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-04 |
Branch Locations
340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
3017 Douglas Blvd Suite 140, Roseville, CA 95661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allworth Financial | Roseville | CA | 09/2022 | Present |
| Journey Advisory Group | Gold River | CA | 10/2019 | 09/2022 |
| Unemployed | Sacramento | CA | 05/2019 | 10/2019 |
| Newport Group | Folsom | CA | 02/2018 | 04/2019 |
| American River College | Sacramento | CA | 08/2017 | 12/2019 |
| Unemployed | Sacramento | CA | 10/2016 | 08/2017 |
| Usaid | Kabul | 01/2013 | 02/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-21 |
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