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73575 El Paseo Suite 2300, Palm Desert, CA 92260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-09-02 |
Branch Locations
73575 El Paseo Suite 2300, Palm Desert, CA 92260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Equity Group | Palm Desert | CA | 05/2012 | 04/2018 |
| Cypress Wealth Serivces, Llc | Palm Desert | CA | 05/2018 | 09/2021 |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2018 | 03/2021 |
| M.S. Howells & Co | Scottsdale | AZ | 03/2021 | 09/2021 |
| Keystone Wealth Services, Llc Dba Keystone Private Wealth | Palm Desert | CA | 09/2021 | Present |
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 09/2021 | Present |
1) 1. Keystone Wealth Services DBA Keystone Private Wealth 2. Investment Related 3. 73575 El Paseo, STE 2300, Palm Desert, CA 92260 4. Financial Advisory 5. Executive VP & Sr Financial Advisor 6. 9/2021 7. 160 hrs/mo 8. 140 hrs/mo during trading hrs 9. Financial Advisor, Help clients achieve their goals. 2) 1. Core Income 2. Investment Related 3. 5940 Golden Hills Dr, Minneapolis, MN 55416 4. Insurance 5. Insurance Partner 6. 09/2021 7. 2 hrs/mo 8. 2 hrs/mo during trading hrs 9. Core Income helps shop the insurance market for clients. They provide solutions to simple and complex insurance needs for our clients. 3) 1. Caress Insurance Agency Inc 2. Not Investment Related 3. 79461 Bermuda Dunes Dr, Bermuda Dunes, CA 92203 4. Medicare Insurance Supplemental Plans 5. Independent insurance Professional 6. 09/2021 7. 2 hrs/mo 8. 0 hrs/mo during trading hrs 9. Provide options for supplemental medicare insurance coverage. 4) HOA Invest; Investment Related; 73575 El Paseo, Ste 2300, Palm Desert CA 92260; HOA Software; Advisor; 10/2023; 10 hrs/mo; 10 hrs during trading; California laws AB2912 and 1100 recently enacted for all HOAs in the state. HOA Invest provides a software solution for signed recommendations from treasurer/board members regarding the purchase of Tbills and CDs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-06 |
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