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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-21 |
Branch Locations
4055 Hardwick St, Lakewood, CA 90712-2350 • United States
Los Angeles, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.) | Lakewood | CA | 03/2004 | 10/2024 |
| Kinecta Financial & Insurance Services, Llc | Lakewood | CA | 04/2004 | 10/2024 |
| Ameriprise Financial Services, Llc | Lakewood | CA | 10/2024 | Present |
Independent Insurance Brokering; BlueCross Blue Shield; 01/01/2023; Medicare Supplement / Anthem; 01/01/2023; Medicare Supplement / AARP/United Healthcare; 01/01/2023; Medicare Supplement / Humana; 01/01/2023; Medicare Supplement / SCAN; 01/01/2023; Medicare Supplement. Outside Employment; KFIS; Financial Advisor; Kinecta Wealth Management KFIS; 4055 Hardwick Street, , Lakewood, CA, 90712; Investment-Related; 03/01/2004; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-11-02 |
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