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74150 Country Club Drive, Palm Desert, CA 92260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-09-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Menomonee Falls | WI | 07/2011 | 12/2018 |
| Unemployed | Palos Verdes Estates | CA | 12/2018 | 05/2019 |
| Lpl Financial, Llc | Los Angeles | CA | 05/2019 | 09/2024 |
| Trost Financial Planning Group Inc/Dbatrost Financial Consulting | Los Angeles | CA | 02/2020 | 04/2024 |
| Cypress Wealth Services, Llc | Palm Desert | CA | 09/2024 | Present |
Life and health Insurance agent CA Insurance Lic #0N04559
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 2012-03-23 |
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