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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-14 |
Branch Locations
915 Highland Pointe Dr. Suite 150, Roseville, CA 95678 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-10 |
Branch Locations
915 Highland Pointe Dr Ste 150, Roseville, CA 95678 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Next Financial Group, Inc. | Roseville | CA | 10/2023 | 07/2025 |
| Sierra Ridge Advisor Group | Roseville | CA | 10/2023 | Present |
| Target | Roseville | CA | 07/2020 | 12/2023 |
| Unemployed/Student | Brooklyn | NY | 10/2019 | 07/2020 |
| Superfly | New York | NY | 08/2019 | 10/2019 |
| Unemployed | Roseville | CA | 03/2018 | 08/2019 |
| Unemployed/Student | Seattle | WA | 06/2016 | 03/2018 |
| Lpl Financial Llc | Roseville | CA | 07/2025 | 08/2026 |
| Sierra Ridge Wealth Management | Roseville | CA | 10/2023 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 08/2026 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2026 | Present |
1. NAME OF OTHER BUSINESS: SIERRA RIDGE ADVISOR GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES START DATE: 10/2023 POSITION/TITLE/RELATIONSHIP: REGISTERED ADMINISTRATIVE ASSOCIATE APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 25 BRIEF DESCRIPTION OF DUTIES: REGISTERED ADMINISTRATIVE ASSOCIATE AND PORTFOLIO TRADER; 2. NAME OF OTHER BUSINESS: SIERRA RIDGE WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 10/2023 POSITION/TITLE/RELATIONSHIP: REGISTERED ADMINISTRATIVE ASSOCIATE APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 25 BRIEF DESCRIPTION OF DUTIES: REGISTERED ADMINISTRATIVE ASSOCIATE AND PORTFOLIO TRADER;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-04 |
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