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Kiana Mason

Allworth Financial, L.P.

Folsom, CA

Walnut Creek, CA

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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 2026-04-10
  • CA RA
    APPROVED
    Since 2026-04-10

Branch Locations

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

1331 N California Blvd Suite 350, Walnut Creek, CA 94596 • 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
Nisa Investment Advisors, Llc Saint Louis MO 02/2017 06/2025
Central Bank Columbia MO 02/2012 12/2016
Allworth Financial Walnut Creek CA 03/2026 Present
Unemployed N/A XX 06/2025 03/2026
  • 02/2017 → 06/2025
    Nisa Investment Advisors, Llc
    Saint Louis, MO
  • 02/2012 → 12/2016
    Central Bank
    Columbia, MO
  • 03/2026 → Present
    Allworth Financial
    Walnut Creek, CA
  • 06/2025 → 03/2026
    Unemployed
    N/A, XX
Previous Registrations
Other Businesses

Uber Eats/Door Dash - food delivery - not investment related and 15 hours per week not during trading hours

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-13
  • S65 Uniform Investment Adviser Law Examination
    2024-06-13
Other Names
  • Kiana Elaine Mason

View on SEC IAPD

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