Alissa Anne Kroeger

Current Employers

Employment History

• 04/2016 → 12/2016
  Sc Distributors, Llc
  Costa Mesa, CA
• 01/2017 → 08/2018
  Fidelity Brokerage Services Llc
  San Diego, CA
• 07/2018 → 08/2018
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 08/2018 → 03/2020
  Securities America, Inc.
  Westlake Village, CA
• 08/2018 → Present
  Cooper Financial Group Dba Cooper Mcmanus
  Irvine, CA
• 03/2020 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA

Previous Registrations

• 2018-07-13 → 2018-08-20
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2017-02-02 → 2018-07-13
  Strategic Advisers Llc
  San Diego, CA
• 2011-09-26 → 2011-12-07
  Edward Jones
  Tempe, AZ

Other Businesses

1) LINDSEY AND LINDSEY WEALTH MANAGEMENT, 4195 E THOUSAND OAKS BLVD, #125, WESTLAKE VILLAGE, CA, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 09/01/18, INV REL, 8/WK- 3/TRADING 2) LINDSEY AND LINDSEY WEALTH MANAGEMENT, 4195 E THOUSAND OAKS BLVD #125, WESTLAKE VILLAGE, CA, NOTARY PUBLIC 02/22/17, NIR, 2/YR- 0/TRADING 3) COOPER MCMANUS, 9870 RESEARCH DRIVE, IRVINE, CA, ADV REP OF A REGISTERED INV ADVISOR, RIA, 09/01/18, INV REL, 40 HR/WK- 40/TRADING HR.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-03-27
• S66 Uniform Combined State Law Examination
  2010-12-20

Designations

Other Names

• Alissa Anne Lindsey
• Alissa Anne Kroeger
• Alissa Kroeger