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340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-10-01 |
Branch Locations
2105 S Bascom Ave Suite 255, Campbell, CA 95008 • United States
340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Siena Wealth Management, Inc. | San Jose | CA | 11/2007 | 10/2019 |
| Lwi Financial, Inc. | San Jose | CA | 12/1992 | 10/2019 |
| Allworth Financial, L.P. | Campbell | CA | 10/2019 | Present |
100% Shareholder and owner of Demko & Associates, Inc. S-Corp formed in 2011 when I was preparing income taxes for clients. I stopped preparing tax returns in 2013. Managements on practice I acquired in 2003 go into Demko & Associates, Inc.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-03-25 |
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