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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 | 2024-10-21 |
Branch Locations
550 N Moorpark Rd, Thousand Oaks, CA 91360-3703 • United States
145 Santa Felicia Dr, Goleta, CA 93117-2804 • United States
21440 Victory Blvd, Woodland Hills, CA 91367-2422 • United States
Newbury Park, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 10/2018 | 12/2023 |
| Aflac | Oxnard | CA | 09/2018 | 10/2018 |
| Sanofi Pharmaceuticals | Thousand Oaks | CA | 09/2002 | 02/2018 |
| Unemployed | Thousand Oaks | CA | 02/2018 | 09/2018 |
| Lpl Financial Llc | Woodland Hills | CA | 12/2023 | 10/2024 |
| Kinetca Fcu | Woodland Hills | CA | 12/2023 | 10/2024 |
| Ameriprise Financial Services, Llc | Woodland Hills | CA | 10/2024 | Present |
Outside Employment; Kinecta Wealth Management; Financial Advisor; Manage advisory business; 21440 Victory Blvd., , Woodland Hills, CA, 91367; Investment-Related; 10/28/2024; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-13 |
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