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7596 Eads Avenue, Suite 111, La Jolla, CA 92037 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-11 |
Branch Locations
7596 Eads Avenue, Suite 111, La Jolla, CA 92037 • United States
15350 Sw Sequoia Parkway Suite 250, Portland, OR 97224 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-11-06 |
Branch Locations
15350 Sw Sequoia Parkway Suite 250, Portland, OR 97224 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc | City Of Industry | CA | 04/2016 | 03/2020 |
| Ameriprise Financial Services, Llc | City Of Industry | CA | 03/2020 | 11/2024 |
| Tru Independence Asset Management 2 | La Jolla | CA | 11/2024 | 08/2026 |
| Cosmos Wealth Llc | La Jolla | CA | 08/2026 | Present |
Junk Journal and Yap: Not Investment Related: 16025 Calle Del Norte, #2114, Baldwin Park, CA, 91706; Craft Club Owner/Event Organizer; 2/17/2026; 10-20 Hours Per Month; 0 During Trading Hours; Organize meetings on a monthly basis and sell items related to the hobby in person and online.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-19 |
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