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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-10-28 |
Branch Locations
420 South Palm Canyon Drive, Palm Springs, CA 92262 • United States
81020 Highway 111, Indio, CA 92201 • United States
72625 Highway 111, Palm Desert, CA 92260 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Td Ameritrade | Indian Wells | CA | 11/2013 | 01/2019 |
| Pruco Securities, Llc. | El Segundo | CA | 06/2019 | 02/2021 |
| The Prudential Insurance Co. Of America | El Segundo | CA | 06/2019 | 02/2021 |
| Unemployed | Palm Desert | CA | 02/2019 | 05/2019 |
| Jp Morgan Chase Bank N.A. | Palm Springs | CA | 02/2021 | 09/2022 |
| Jp Morgan Securities Llc | Palm Springs | CA | 02/2021 | 09/2022 |
| Td Ameritrade Investment Managements, Llc | Indian Wells | CA | 11/2013 | 01/2019 |
| Pnc Investments Llc | Palm Springs | CA | 09/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-01 |
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