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101 Main Street #230, Huntington Beach, CA 92648 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-02-02 |
| TX | RA | APPROVED | 2023-02-02 |
Branch Locations
101 Main Street #230, Huntington Beach, CA 92648 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Huntington Beach | CA | 09/2005 | 02/2023 |
| Stewardship Wealth Management Solutions | Huntington Beach | CA | 02/2023 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 02/2023 | Present |
1) Stewardship Wealth Management Solutions . Investment-Related. At registered location. RIA. Financial Advisor. Start: 02/2023. 160 hrs/month; all during trading hours. Providefinancial advice. 2) Fixed Insurance. Investment-related. At registered location. Fixed / Traditional Insurance. Agent. Start date: 02/2023. 5 hrs/month; all during trading hours. Sales offixed / traditional insurance products. 3) PKSF. Investment-related. At registered location. Fixed / Traditional Insurance. Agent. Start date: 02/2023. 5 hrs/month; all during trading hours.Sales of fixed / traditional insurance products. 4) Rental Property. Not investment-related. Located at: 2304 Mangular Ave, Corona, CA 92882. Rental property. Owner. Start: 05/2006. 2hrs/month; none during trading hours. Duties: manage property. 5) TME Financial. Not investment-related. At registered locations. Holding company. President. Start: 04/2020.9hrs/month; none during trading hours. Duties: managing business expenses
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-10-25 |
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