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Pedicord Wealth Management, LLC CRD 314931
$85.6M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6520 Lonetree Blvd Suite 124, Rocklin, CA 95765 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-08-31 |
Branch Locations
6520 Lonetree Blvd Suite 124, Rocklin, CA 95765 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foord, Vanbruggen & Pajak Financial Services | Sacramento | CA | 03/1999 | 12/2021 |
| Lpl Financial, Llc | Sacramento | CA | 09/2014 | 08/2021 |
| Pedicord Wealth Management, Llc | Rocklin | CA | 08/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-10 |
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