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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-03 |
| TX | RA | APPROVED | 2025-11-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | El Cajon | CA | 05/2008 | 10/2016 |
| Thrivent Financial For Lutherans | El Cajon | CA | 09/2008 | 10/2016 |
| Unemployed | Pine Valley | CA | 10/2016 | 03/2017 |
| Citigroup | San Antonio | TX | 04/2017 | 08/2017 |
| J.P. Morgan Securities Llc | Tyler | TX | 09/2017 | 10/2025 |
| Jpmorgan Chase Bank, N.A. | Tyler | TX | 09/2017 | 10/2025 |
| Cetera Investment Services Llc | St Cloud | MN | 11/2025 | Present |
| Cetera Investment Advisers Llc | San Diego | CA | 11/2025 | Present |
| California Coast Credit Union | San Diego | CA | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-09-15 |
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