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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-21 |
| TX | RA | APPROVED_RES | 2024-10-21 |
Branch Locations
Rancho Palos Verdes, CA • United States
1120 N Sepulveda Blvd, Manhattan Beach, CA 90266-5954 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Hermosa Beach | CA | 06/2016 | 05/2022 |
| Amazon | Venice | CA | 10/2019 | 05/2020 |
| Kinecta Financial And Insurance Services | Manhattan Beach | CA | 05/2022 | 10/2024 |
| Lpl Financial Llc | Manhattan Beach | CA | 05/2022 | 10/2024 |
| Ameriprise Financial Services, Llc | Manhattan Beach | CA | 10/2024 | Present |
Business Ownership; The UPS Store; Co-owner; Retail; 27950 Ridgecove Court N, , Rancho Palos Verdes, CA, 90275; Not Investment-Related; 07/31/2026; 20 to 39 hours per month; 0 during trading hours. Board of Directors; Cornerstone Parent Board; Treasurer; 6069 Groveoak Pl, , Rancho Palos Verdes, CA, 90275; Not Investment-Related; 08/26/2026; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Kinecta Wealth Management; Financial Advisor; Kinecta Wealth Management; 1120 N Sepulveda Blvd, , Manhattan Beach, CA, 90266; Investment-Related; 05/19/2022; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 2003-04-03 |
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