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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-09-30 |
| CA | RA | APPROVED | 2021-07-19 |
Branch Locations
2087 Grand Canal Blvd Ste 2, 3 & 4, Stockton, CA 95207 • United States
1333 N California Blvd Ste 630, Walnut Creek, CA 94596 • United States
Brentwood, CA • 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 |
|---|---|---|---|---|
| Penn Mutual Life Ins Co | Horsham | PA | 02/2016 | 09/2016 |
| Hornor Townsend & Kent Inc | Horsham | PA | 02/2016 | 10/2016 |
| National Planning Corporation | Walnut Creek | CA | 10/2016 | 06/2017 |
| United Planners' Financial Services Of America | Scottsdale | AZ | 06/2017 | 09/2017 |
| Lpl Financial Llc | Concord | CA | 09/2017 | 12/2019 |
| Independent Financial Group | San Rafael | CA | 12/2019 | 07/2021 |
| O'DOnnell Financial Services, Llc | San Rafael | CA | 01/2020 | 07/2021 |
| Ameriprise Financial Services, Llc | Pleasanton | CA | 07/2021 | Present |
Business Ownership; Silverstone Financial LLC; Owner. Personal payroll only.; Personal payroll only; 26 Plato Ct, , Pleasant Hill, CA, 94523; Not Investment-Related; 09/01/2020; 0 hours per month; 0 during trading hours. Real Estate License; Yes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-09 |
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