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Lloyd Andrew Fillis

Allworth Financial, L.P.

Folsom, CA

Liberty Lake, WA

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Current Employers
Allworth Financial, L.P.

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED_RES 2024-02-27
  • CA RA
    APPROVED_RES
    Since 2024-02-27

Branch Locations

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States

Liberty Lake, WA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Retirement Advisors Of America Folso CA 02/2024 Present
Dtb Cpas Liberty Lake WA 01/2022 Present
Career Path Service Spokane WA 06/2019 01/2023
Cleawter Paper Spokane WA 06/2009 02/2021
  • 02/2024 → Present
    Retirement Advisors Of America
    Folso, CA
  • 01/2022 → Present
    Dtb Cpas
    Liberty Lake, WA
  • 06/2019 → 01/2023
    Career Path Service
    Spokane, WA
  • 06/2009 → 02/2021
    Cleawter Paper
    Spokane, WA

View on SEC IAPD

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