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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 | 2024-10-21 |
Branch Locations
Redondo Beach, CA • United States
1767 S Elena Ave, Redondo Beach, CA 90277-5704 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc (Formerly: Linsco/Private Ledger) | Manhattan Beach | CA | 07/2003 | 10/2024 |
| Kinecta Financial & Insurance Services, Llc | Manhattan Beach | CA | 07/2003 | 10/2024 |
| Ameriprise Financial Services, Llc | Redondo Beach | CA | 10/2024 | Present |
Outside Employment; KFIS; Financial Advisor; Retail; 1767 S. Elena Ave., , Redondo Beach, CA, 90277; Investment-Related; 07/17/2003; 60 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-06 |
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