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125 E John Carpenter Frwy Suite 1300, Irving, TX 75062 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-06-19 |
Branch Locations
36921 Cook St Ste 101, Palm Desert, CA 92211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Palm Desert | CA | 07/2006 | 06/2017 |
| Jensen Wealth Advisors | Palm Desert | CA | 08/2011 | 08/2017 |
| Girard Securities | San Diego | CA | 06/2017 | 11/2017 |
| United Capital Financial Advisors, Llc | Irving | TX | 06/2017 | Present |
| Cetera Advisor Networks Llc | El Segundo | CA | 11/2017 | 12/2019 |
1. Trustee at TSTES FBO Erik and Anna Jensen Revocable TST 03/12/2008 THE, a real estate trust. Activity will take place from Bermuda Dunes, CA. Organization is not primarily engaged in investment-related activity. Start date was January 8, 2013. One hour per month. Duties include the general management of the property.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 1990-11-08 |
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