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515 Marin Street Suite 406, Thousand Oaks, CA 91360 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-02-28 |
Branch Locations
515 Marin Street Suite 406, Thousand Oaks, CA 91360 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Queenscare | Los Angeles | CA | 07/2014 | 07/2018 |
| Thrivent Financial - David Harrington | Thousand Oaks | CA | 08/2018 | 01/2019 |
| Thrivent Investment Management Inc | Thousand Oaks | CA | 09/2018 | 05/2020 |
| Thrivent Financial For Lutherans | Appleton | WI | 01/2019 | 05/2020 |
| Thrivent Advisor Network, Llc | Thousand Oaks | CA | 06/2020 | 02/2022 |
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 06/2020 | 02/2022 |
| Hillcrest Financial Group | Thousand Oaks | CA | 02/2022 | Present |
Habitat for Humanity. Non-Investment Related. 1850 Eastman Ave, Oxnard, CA 93030. Habitat for Humanity - Young Professionals Group, Board Member. Start 1/2019. 3hrs/mo, none during trading hours. Attend board meetings, contribution in event coordination, assist in marketing of Habitat for Humanity Young Professionals to the community.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2013-01-09 |
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