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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-13 |
| CA | RA | APPROVED | 2025-02-03 |
Branch Locations
2173 Salk Avenue Suite 250, Carlsbad, CA 92008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Diego | CA | 09/2010 | 11/2017 |
| Bank Of America, N.A. | San Diego | CA | 02/2011 | 11/2017 |
| Lpl Financial, Llc | San Diego | CA | 11/2017 | 02/2025 |
| Wcg Wealth Advisors, Llc | San Diego | CA | 11/2017 | 02/2025 |
| Ameriprise Financial Services, Llc | Carlsbad | CA | 02/2025 | Present |
Business Ownership; APC Wealth Management, Inc.; Owner; Manage Ameriprise Business; 2173 Salk Avenue, Suite 250, , Carlsbad, CA, 92008; Investment-Related; 01/03/2018; 1 to 9 hours per month; 0 during trading hours. Board of Directors; San Diego - Imperial Counties Kids Wrestling Association; Vice President; P.O. Box 501205, , San Diego, CA, 92150; Not Investment-Related; 09/01/2017; 10 to 19 hours per month; 0 during trading hours / California USA Wrestling, Inc.; Kids Director; 5325 W Clinton, , Fresno, CA, 93722; Not Investment-Related; 09/01/2020; 1 to 9 hours per month; 0 during trading hours. Outside Employment; APC Wealth Management, Inc.; Owner; Manage advisory business; 2173 Salk Avenue, Suite 250, , Carlsbad, CA, 92008; Investment-Related; 01/03/2018; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-15 |
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