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San Francisco, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-12-12 |
| PA | RA | APPROVED | 2020-10-16 |
| CA | RA | APPROVED | 2017-02-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc | San Francisco | CA | 03/2012 | 12/2016 |
| Intelligent Investor Financial Planning, Llc | San Francisco | CA | 12/2016 | Present |
Mr. LaFollette currently maintains his California Life and Health insurance license. Mr. LaFollette is a licensed insurance agent in order to offer education and advice to clients, but he does not earn a commission or renewals for his services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-05 |
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