Inactive

Adrian Garcia

Allworth Financial, L.P.

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Current Employers

Allworth Financial, L.P.

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

Current Registrations

Authority	Category	Status	Date
WA	RA	APPROVED	2025-02-28

WA RA
APPROVED

Since 2025-02-28

Branch Locations

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

9706 4Th Avenue Ne Suite 315, Seattle, WA 98115 • 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

Organization	City	State	From	To
Bear Creek High School	Stockton	CA	08/2014	05/2018
California State University - Sacramento	Sacramento	CA	08/2022	05/2024
San Joaquin Delta Community College	Stockton	CA	08/2018	05/2020
Allworth Financial	Seattle	WA	05/2024	Present
Financial Wellness At Csu Sacramento	Sacramento	CA	02/2023	05/2024
Foundation For California Community Colleges	Stockton	CA	05/2021	09/2022
Unemployed	Stockton	CA	05/2020	05/2021
Panera Bread	Stockton	CA	01/2020	05/2020
Wingstop	Stockton	CA	08/2018	12/2019

08/2014 → 05/2018

Bear Creek High School

Stockton, CA
08/2022 → 05/2024

California State University - Sacramento

Sacramento, CA
08/2018 → 05/2020

San Joaquin Delta Community College

Stockton, CA
05/2024 → Present

Allworth Financial

Seattle, WA
02/2023 → 05/2024

Financial Wellness At Csu Sacramento

Sacramento, CA
05/2021 → 09/2022

Foundation For California Community Colleges

Stockton, CA
05/2020 → 05/2021

Unemployed

Stockton, CA
01/2020 → 05/2020

Panera Bread

Stockton, CA
08/2018 → 12/2019

Wingstop

Stockton, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-12-14

S65 Uniform Investment Adviser Law Examination

2024-12-14

View on SEC IAPD

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