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28 Geary St Suite 650 #1490, San Francisco, CA 94108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-05 |
Branch Locations
28 Geary St Suite 650 #1490, San Francisco, CA 94108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | San Francisco | CA | 09/2005 | 02/2023 |
| Fiat Lux Financial Planning | San Francisco | CA | 01/2024 | Present |
| Insurance Sales | San Francisco | CA | 10/2004 | Present |
COACHING AND CONSULTING; INVESTMENT RELATED; LOCATION SAME AS RIA; SPENDS 8 TO 10 HRS/MONTH, APPROX THE SAME DURING NON-TRADING HOURS; COACHING AND CONSULTING SERVICES TO OTHER FIRMS AND FINANCIAL PLANNERS. SOME BUSINESS COACHING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-08-26 |
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