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633 W 5Th Street Suite 1050, Los Angeles, CA 90071 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-12-02 |
Branch Locations
9340 Baseline Road Unit 103, Rancho Cucamonga, CA 91701 • United States
633 W 5Th Street Suite 1050, Los Angeles, CA 90071 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Digerolamo Family Insurance | Norco | CA | 08/1997 | 02/2021 |
| Parkland Securities | Ann Arbor | MI | 08/2014 | 02/2021 |
| Madison Avenue Securities, Llc | San Diego | CA | 02/2021 | Present |
| Kinetic Investment Management, Inc. | Chino Hills | CA | 11/2022 | Present |
| Fs2 Financial Services | Chino Hills | CA | 10/2020 | Present |
1) FS2 FINANCIAL SERVICES; YES INVESTMENT RELATED; 14748 PIPELINE AVE STE 6 CHINO HILLS, CA 91789 ; INSURANCE SALES; FINANCIAL ADVISOR; START DATE 02/2021; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-04 |
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