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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-08-02 |
Branch Locations
3059 Townsgate Rd 4Th Fl, Ste 400, Westlake Village, CA 91361 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty | Northridge | CA | 08/2008 | 09/2019 |
| Bankers Life Securities Inc | Northridge | CA | 08/2016 | 09/2019 |
| Ameriprise Financial Services Inc | Woodland Hills | CA | 09/2019 | 03/2020 |
| Ameriprise Financial Services, Llc | Westlake Village | CA | 03/2020 | 08/2024 |
| Wells Fargo Clearing Services, Llc | Westlake Village | CA | 08/2024 | Present |
CALIFORNIA STATE UNIVERSITY SAN BERNARDINO, NOT INVT RELATED, INSTRUCTOR, SAN BERNARDINO, CA, START DATE 9/1/2022, 14 HRS PER MONTH, 0 HRS DURING TRADING, TEACHING COMPUTATIONAL COMPLEX THEORY. MAXWELL PLUS PROFESSIONAL CONSULTING, NOT INVT RELATED, ENCINO, CA, 100% OWNERSHIP, START DATE 1/1/2019, 6 HRS PER MONTH, 0 HRS DURING TRADING, CONSULTING ON TELECOMMUNICATIONS. BLUE SHEILD HEALTH INSURANCE, INVT RELATED, LOS ANGELES, CA, TRAIL COMMISSIONS, START DATE 7/1/2024, 1 HR PER MONTH, 0 HRS DURING TRADING, TRAIL COMMISSIONS FROM PREVIOUS EMPLOYER. APEX WESTSIDE LLC, INVT RELATED, LOS ANGELES, CA, 100% OWNERSHIP, START DATE 4/1/2021, 1 HR PER MONTH, 0 HRS DURING TRADING, LLC TO HOLD RENTAL PROPERTY. RENTAL PROPERT, INVT RELATED, LOS ANGELES, CA, 100% OWNERSHIP, START DATE 4/1/2021, 1 HR PER MONTH, 0 HRS DURING TRADING, LANDLORD. CALIFORNIA STATE UNIVERSITY, LONG BEACH; NOT INV RELATED; LONG BEACH,CA; EDUCATION; START DATE: 08/25/2025; 10 HRS PER MONTH; 0 HRS DURING TRADING; | RENTAL PROPERTY - CITRUS ; INV RELATED; LOS ANGELES, CA; RENTAL;100% OWNERSHIP; START DATE: 12/31/2025; 10 HRS PER MONTH; 0 HRS DURING TRADING; | ONE CITRUS LLC; INV RELATED; LOS ANGELES, CA; RENTAL;100% OWNERSHIP; -; START DATE: 12/23/2025; 10 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 2013-03-26 |
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