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540 Maryville Centre Drive Suite 105, Saint Louis, MO 63141-5829 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-01 |
Branch Locations
540 Maryville Centre Drive Suite 105, Saint Louis, MO 63141-5829 • United States
1312 W Herndon Ave Suite 101, Fresno, CA 93711 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Regency Investment Advisors | Fresno | CA | 07/2023 | 03/2026 |
| Copper River Country Club | Fresno | CA | 06/2023 | 07/2023 |
| Cfg Wealth Management | San Diego | CA | 06/2022 | 09/2022 |
| Colliver Farm | Selma | CA | 06/2017 | 08/2022 |
| University Of San Diego | San Diego | CA | 08/2019 | 06/2023 |
| Plancorp, Llc | Fresno | CA | 04/2026 | Present |
| San Joaquin Memorial | Fresno | CA | 08/2015 | 05/2017 |
Wealthbloc sole proprietorship; not-investment related; Software company began approximately June 2023; 5 hours a week, zero during trading hours; software programming and related activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-06 |
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