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3655 Nobel Drive Suite 490, San Diego, CA 92122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2019-05-13 |
| CA | RA | APPROVED | 2019-04-10 |
| TX | RA | APPROVED_RES | 2019-04-10 |
Branch Locations
3655 Nobel Drive, Suite 490, San Diego, CA 92122 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | San Diego | CA | 03/2001 | 04/2019 |
| Ameriprise Financial Services, Inc. | San Diego | CA | 04/2004 | 04/2019 |
| Mcnaughton Wealth Management, Llc | San Diego | CA | 04/2019 | Present |
1. INSURANCE; INVESTMENT-RELATED; 3655 NOBEL DRIVE, SUITE 490, SAN DIEGO, CA 92122; INSURANCE PLANNING; INSURANCE AGENT; 04/09/2019; APPROXIMATELY 8 HOURS PER MONTH; APPROXIMATELY 8 HOURS PER MONTH DURING TRADING HOURS; INSURANCE PLANNING. 2 REAL ESTATE OWNERSHIP ; SINGLE FAMILY ; LINDA VISTA, CA; NOT INVESTMENT RELATED; JANUARY 2003. 3. REAL ESTATE OWNERSHIP ;SINGLE FAMILY ; CARLSBAD HOUSE, CA; NOT INVESTMENT RELATED; AUGUST; 2007' 4. REAL ESTATE OWNERSHIP ;SINGLE FAMILY ; NOT INVESTMENT RELATED;AUGUST 2013.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-05-22 |
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