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1880 Century Park East Suite 1017, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2024-07-24 |
Branch Locations
1880 Century Park East Suite 1017, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade, Inc. | Billings | MT | 05/2003 | 02/2018 |
| Td Ameritrade, Inc. | Billings | MT | 02/2018 | 01/2021 |
| Td Ameritrade Investment Management, Llc | Billings | MT | 02/2018 | 12/2020 |
| Scottrade Investment Management | Billings | MT | 05/2003 | 02/2018 |
| J.P. Morgan Securities Llc | Billings | MT | 05/2021 | 07/2024 |
| Unemployed | Billings | MT | 02/2021 | 04/2021 |
| Steelpeak Wealth, Llc | Billings | MT | 07/2024 | Present |
1) Insurance Agent; Investment-Related; At reported business location(s); Insurance sales; Agent; 160 hours/month; 160 hours/month during securities trading hours; Sale of insurance products to clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 2005-12-16 |
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