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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-03 |
Branch Locations
2234 Longport Court Suite 110, Elk Grove, CA 95758 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Leatherby's Family Creamery | Elk Grove | CA | 06/2017 | 06/2023 |
| Northwestern Mutual | Sacramento | CA | 06/2023 | 11/2024 |
| California State University, Sacramento | Sacramento | CA | 08/2019 | 05/2023 |
| Hr Block | Elk Grove | CA | 12/2024 | 04/2025 |
| Paragon Financial Services, Llc | Elk Grove | CA | 11/2024 | Present |
| Elk Grove High School | Elk Grove | CA | 08/2015 | 05/2019 |
1. Fixed insurance sales; Located at 2234 Longport Court, Suite 110, Elk Grove, CA 95758, as of 09/04/2025; 1% of time spent during business hours; Conducted at branch location; Investment related. 2. Tax Preparation, Charles Romualdez; as of 1/31/2026; 10-15% of time spent during business hours; Conducted at branch; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-23 |
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