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Account
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904 Manhattan Ave, Suite 9, Manhattan Beach, CA 90266 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-05-10 |
| NM | RA | APPROVED | 2017-10-13 |
Branch Locations
6565 Americas Parkway Ne Suite 200, Albuquerque, NM 87110 • United States
904 Manhattan Ave, Suite 9, Manhattan Beach, CA 90266 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Albuquerque | NM | 09/2009 | 10/2017 |
| Womack Wealth Management, Inc. | Manhattan Beach | CA | 10/2017 | Present |
OTHER BUSINESS ACTIVITIES: ACTING AS AGENT FOR THE FLIGNER TRUSTS; COMPLEX TRUST; ACTING AS AGENT FOR MY MOTHER-IN-LAW AND FATHER-IN-LAW'S TRUST TO MANAGE THE REAL PROPERTY ASSETS (VACANT LAND); ACTING AS AGEN FOR MY MOTHER-IN-LAW AND FATHER-IN-LAW'S TRUST TO MANAGE THE REAL PROPERTY ASSETS (VACANT LAND); ALBUQUERQUE, NM; NOT INVESTMENT RELATED; AUGUST 2014; 1-9 HOURS PER MONTH; 0 DURING TRADING HOURS. OTHER BUSINESS ACTIVITIES: NEW MEXICO NOTARY; NOTARY; NO SEPARATE BUSINESS STRUCTURE (THAT IS, THIS DOES NOT APPLY); NOTARIZE SIGNATURES; NOTARIZE SIGNATURES; ALBUQUERQUE NM 87110; NOT INVESTMENT RELATED; AUGUST 2015; 1-9 HOURS PER MONTH; 1-9 DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-07-23 |
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