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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-03 |
| CA | RA | APPROVED | 2026-02-17 |
Branch Locations
7676 Hazard Ctr Dr Ste 820, San Diego, CA 92108-4516 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | San Diego | CA | 07/2012 | 01/2020 |
| Ameriprise Financial Services, Llc | San Diego | CA | 04/2020 | 01/2023 |
| Purshe Kaplan Sterling Investments, Inc. | San Diego | CA | 01/2023 | 10/2025 |
| Sandena, Inc. Dba Aurora Wealth Advisors | San Diego | CA | 01/2023 | 10/2025 |
| Lpl Financial Llc | San Diego | CA | 10/2025 | 11/2025 |
| Gladstone Wealth Partners | San Diego | CA | 10/2025 | 11/2025 |
| Fidelity Investments | San Diego | TX | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-10 |
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