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14471 Chambers Road #208, Tustin, CA 92780 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-06-17 |
| CA | RA | APPROVED | 2017-03-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Tustin | CA | 09/2005 | 03/2017 |
| Purshe Kaplan Sterling Investments | Albany | NY | 03/2017 | Present |
| Crosspoint Financial, Llc | Tustin | CA | 03/2017 | Present |
| Alexander Capital, Lp | Red Bank | NJ | 05/2025 | Present |
1)Real Estate Ownership; Multi-Family; Midway City CA 92655; Not investment related; 7/1/2008. 2)Private Securities Transaction/OBA - Crosspoint Financial-Investment Related- 17822 E. 17th St. Suite 310 Tustin, CA 92780- RIA- Founder/Principal- 03/2017 Start- 120 Hours/month- 60 hours during trading hours- Oversee the business, helping clients with their financial matters. 3) PKSF- Investment Related- 80 State St, Albany, NY 12207- Insurance- Insurance Agent- 03/2017 Start Date- 120 hours/month- 60 during trading hours- Oversee the business, help clients with financial matters.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-23 |
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