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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-10-22
  • CA RA
    APPROVED
    Since 2024-10-22

Branch Locations

21440 Victory Blvd, Woodland Hills, CA 91367-2422 • United States

Camarillo, CA • 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
Wescom Financial Services Pasadena CA 08/2000 10/2019
Lpl Financial Llc Westlake Village CA 01/2020 10/2024
Kinecta Fcu Westlake Village CA 01/2020 10/2024
Ameriprise Financial Services, Llc Woodland Hills CA 10/2024 Present
Previous Registrations
  • 2020-01-10 → 2024-10-28
    Westlake Village, CA
    Woodland Hills, CA
    Tustin, CA
Other Businesses

Outside Employment; Kinecta Wealth Management; Employee; Investment Services; 21440 Victory Blvd, , Woodland Hills, CA, 91367; Investment-Related; 01/01/2000; 40 to 59 hours per month; 40 to 59 during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-11-25
S63 Uniform Securities Agent State Law Examination 2002-02-11
  • S66 Uniform Combined State Law Examination
    2014-11-25
  • S63 Uniform Securities Agent State Law Examination
    2002-02-11
Other Names
  • Elizabeth Whitney O'QUinn
  • Elizabeth Whitney Bullock
  • Whitney Bullock
  • Whitney O'QUinn
  • Elizabeth Bullock

View on SEC IAPD

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