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11022 Winners Circle 2Nd Floor, Los Alamitos, CA 90720 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-30 |
Branch Locations
11022 Winners Circle 2Nd Floor, Los Alamitos, CA 90720 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Redondo Beach | CA | 10/2013 | 10/2022 |
| Wells Fargo Advisors Llc | Redondo Beach | CA | 11/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Redondo Beach | CA | 01/2014 | 10/2022 |
| Ameriprise Financial Services, Llc | Pasadena | CA | 09/2024 | 10/2024 |
| H & R Block | Redondo Beach | CA | 11/2023 | 08/2024 |
| Self Employed | Torrance | CA | 11/2022 | 11/2023 |
| Fhwv Financial, Llc | Los Alamitos | CA | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-31 |
| S66 | Uniform Combined State Law Examination | 2012-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-14 |
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