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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-13 |
| TX | RA | APPROVED_RES | 2026-08-13 |
Branch Locations
7373 University Ave Suite 203, La Mesa, CA 91942 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-30 |
Branch Locations
3111 Camino Del Rio North Suite 400, San Diego, CA 92108 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Financial Group Llc | Temecula | CA | 11/2014 | 09/2020 |
| Platinum Wealth Management, Inc. | Murrieta | CA | 07/2020 | 08/2026 |
| Ameriprise Financial Services Llc | Temecula | CA | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-06-30 |
| S65 | Uniform Investment Adviser Law Examination | 1998-03-21 |
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