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340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2021-01-11 |
Branch Locations
3430 E Sunrise Dr Suite 220, Tucson, AZ 85718 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pathways Financial Partners,Inc. | Tucson | AZ | 06/1998 | 12/2020 |
| My Pathway, Llc | Tucson | AZ | 11/2014 | 12/2020 |
| Allworth Financial, L.P. | Sacramento | CA | 12/2020 | Present |
Saunders Amos LLC - investor and limited partner, not investment related, start date: approximate 09/2012, approximately two hours per month, none during trading hours.. Wildcat Pass LLC - limited liability member, is investment related, start date: approximate 09/2012, approximately two hours per month, none during trading hours. Placita Escondida - Condo Development - limited liability member 7/2026 - not investment related and no time spent on this during business or trading hours or other.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 1985-09-13 |
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