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Erin Jean Kincheloe

Allworth Financial, L.P.

Folsom, CA

Campbell, 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 2024-05-29
  • CA RA
    APPROVED
    Since 2024-05-29

Branch Locations

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

2105 S Bascom Suite 255, Campbell, CA 95008 • 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
Ponder Financial Group Half Moon Bay CA 06/2005 04/2024
Allworth Financial Folsom CA 04/2024 Present
  • 06/2005 → 04/2024
    Ponder Financial Group
    Half Moon Bay, CA
  • 04/2024 → Present
    Allworth Financial
    Folsom, CA
Previous Registrations
  • 1997-07-08 → 2023-08-05
    Ponder Financial Group
    Half Moon Bay, CA
  • 2009-09-08 → 2009-11-25
    Half Moon Bay, CA
  • 2009-01-06 → 2009-09-08
    Associated Securities Corp.
    Boston, MA
    Half Moon Bay, CA
  • 2002-09-03 → 2008-12-31
    Fsc Securities Corporation
    Half Moon Bay, CA
    Atlanta, GA
Other Businesses

04/2014 - All About Consulting - Sole Proprietor - Half Moon Bay, CA - CRM Operations Consulting and Training - Not Investment Related - 15-20 hrs per month - 1-2 hrs during trading time

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-05-30
S63 Uniform Securities Agent State Law Examination 1992-07-14
  • S66 Uniform Combined State Law Examination
    2002-05-30
  • S63 Uniform Securities Agent State Law Examination
    1992-07-14

View on SEC IAPD

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