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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 |
Branch Locations
1120 N Sepulveda Blvd, Manhattan Beach, CA 90266-5954 • United States
Torrance, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Manhattan Beach | CA | 10/2012 | 11/2021 |
| Jp Morgan Chase Bank, N.A. | Manhattan Beach | CA | 10/2012 | 11/2021 |
| Kinecta Fcu | Manhattan Beach | CA | 11/2021 | 10/2024 |
| Lpl Financial Llc | Private Banking Manager | CA | 12/2021 | 10/2024 |
| Ameriprise Financial Services, Llc | Manhattan Beach | CA | 10/2024 | Present |
Outside Employment; Kinecta Federal Credit Union; Private Banking Manager. I provide banking services to credit union members. I partner with the Financial Advisors and refer credit union members to them for investment services/advice.; Kinecta Federal Credit Union; 1120 N Sepulveda Blvd, , Manhattan Beach, CA, 90266; Investment-Related; 11/08/2021; 60 hours per month; 20 to 39 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 2008-10-21 |
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