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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-02-21 |
| CA | RA | APPROVED | 2017-02-10 |
Branch Locations
2 Venture Suite 160, Irvine, CA 92618-7363 • United States
28202 Cabot Rd Ste 300, Laguna Niguel, CA 92677 • United States
530 W Bonita Ave, San Dimas, CA 91773 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Level Four Advisory Services | Irvine | CA | 09/2010 | 02/2017 |
| Lpl Financial, Llc | Irvine | CA | 11/2012 | 02/2017 |
| Ameriprise Financial Services Inc | Laguna Niguel | CA | 02/2017 | 03/2020 |
| Ameriprise Financial Services, Llc | Irvine | CA | 03/2020 | Present |
Business Ownership; JPW and Associates; Owner; Business entity is for tax purposes only. Zero time or revenue is generated.; 2 Venture, Suite 160, Irvine, CA, 92618; Not Investment-Related; 03/01/2014; 0 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-11-12 |
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