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Current Employers
Bridgewealth Advisory Group, Llc

986 West Alluvial Ave. Suite 101, Fresno, CA 93711 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-08-20
TX RA APPROVED 2024-08-17
  • CA RA
    APPROVED
    Since 2024-08-20
  • TX RA
    APPROVED
    Since 2024-08-17

Branch Locations

986 West Alluvial Ave. Suite 101, Fresno, CA 93711 • 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
Cetera Advisor Networks Llc El Segundo CA 11/2009 08/2024
Cetera Investment Advisers Llc Schaumburg IL 06/2023 08/2024
Bridgewealth Advisory Group, Llc Fresno CA 08/2024 Present
Apw Inc Rockaway NJ 07/2024 08/2024
Apw Capital, Inc. Rockaway NJ 08/2024 Present
Previous Registrations
Other Businesses

1. Bridgewealth Advisory Group LLC, yes investment related, 986 W. Alluvial Suite 101 Fresno CA 93711, RIA, IAR, 8/16/24, 160 hour/month, 130 hour/month during trading hours, wealth planning. 2. Family Trust, not investment related, residential address, Trustee, 6/4/1997, <1 hour per month, duties Trustee for Family Trust. 3. Rental Property, not investment related, 42543 Highway 49 Ahwahnee CA 93601, Real Estate Investment, Owner, Feb. 2021, < 1 hour per week, landlord and manager. 4. Rental Property, not investment related, 3799 Chessa Lane Clovis CA 93619, Real Estate Investment, Owner, Feb. 2021, < 1 hour per week, landlord and manager. 5. Rental Property, not investment related, 4119 Richmond Clovis CA 93619, Real Estate Investment, Owner, Feb. 2021, < 1 hour per week, landlord and manager.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1988-12-01
  • S63 Uniform Securities Agent State Law Examination
    1988-12-01
Other Names
  • Roger William Byrd
  • Roger Byrd

View on SEC IAPD

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