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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-22 |
| TX | RA | APPROVED_RES | 2024-10-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Manhattan Beach | CA | 03/2015 | 11/2016 |
| Wells Fargo Bank, Na | Los Angeles | CA | 07/2012 | 04/2022 |
| Wells Fargo Clearing Services, Llc | Los Angeles | CA | 11/2016 | 04/2022 |
| Lpl Financial, Llc | El Segundo | CA | 04/2022 | 10/2024 |
| Kinecta Financial & Insurance Services | El Segundo | CA | 04/2022 | 10/2024 |
| Ameriprise Financial Services, Llc | El Segundo | CA | 10/2024 | Present |
Real Estate Ownership; Multi-Family; 3433 4th ave, , los angeles , CA, 90018; Investment-Related; 01/11/2021. Outside Employment; Kinecta wealth management; advisor for kinecta wealth management; Manage advisory business; 2100 Park Pl, , El Segundo, CA, 90245; Investment-Related; 05/02/2022; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-13 |
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