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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_RES | 2024-10-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services | El Segundo | CA | 11/2021 | 10/2024 |
| Nationwide Ins | Columbus | OH | 10/2013 | 08/2021 |
| Creativeone Wealth, Llc | Overland Park | KS | 07/2024 | 10/2024 |
| Lifestyle Wealth Management | Kailua | HI | 07/2024 | 10/2024 |
| Ameriprise Financial Services, Llc | El Segundo | CA | 10/2024 | Present |
| Kinecta Credit Union | El Segundo | CA | 10/2024 | 10/2024 |
Independent Insurance Brokering; KFIS; 10/14/2024; Universal Life, Term Life, Whole Life, Long Term Care / corebridge; 10/03/2024; Term Life / Assurity; 01/01/2024; Term Life. Outside Employment; Kinecta wealth management; Financial Advisor; dual investment program at the credit union; 2100 Park Place, , El Segundio, CA, 90245; Investment-Related; 10/03/2024; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-16 |
| S66 | Uniform Combined State Law Examination | 2000-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-10 |
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