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500 La Terraza Blvd. Suite 150, Escondido, CA 92025 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-28 |
| TX | RA | APPROVED | 2024-10-25 |
Branch Locations
500 La Terraza Blvd. Suite 150, Escondido, CA 92025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | San Diego | CA | 12/2013 | 03/2020 |
| Ameriprise Financial Services, Llc | Escondido | CA | 03/2020 | 10/2024 |
| Harvestwise Wealth Dba Harvestwise Wealth Planning | Escondido | CA | 10/2024 | Present |
Real Estate Ownership; Single Family; 8659 Summerdale RdSan Diego, CA 92126, , ** not provided **, N/A, 00000; Investment-Related; 08/01/2017. Independent Insurance Brokering; ING; 12/20/2013; / Jackson National; 12/20/2013; / Principal; 02/01/2014; . Business Ownership; Other; Other; 2355 Bernardo Ave, , Escondido, CA, 92029; Not Investment-Related; 12/01/2022; 1 to 9 hours per month; 0 during trading hours. Real Estate License; Shane; Kochon; Yes. Board of Directors; Kochon; Shane J; Treasurer; PO Box 44, , Palomar Mountain, CA, 92060; Investment-Related; 10/01/2023; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-19 |
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