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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
2100 Park Place, El Segundo, CA 90245 • United States
Long Beach, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bancwest Investment Services, Inc. | San Francisco | CA | 03/2015 | 05/2017 |
| Bank Of The West | San Francisco | CA | 03/2015 | 05/2017 |
| Kinecta Financial & Insurance Services | Manhattan Beach | CA | 10/2017 | 10/2024 |
| Lpl Financial Llc | Manhattan Beach | CA | 04/2019 | 10/2024 |
| Unemployed | Rio Vista | CA | 06/2017 | 10/2017 |
| Ameriprise Financial Services, Llc | El Segundo | CA | 10/2024 | Present |
Outside Employment; Kinecta Federal Credit Union; Vice President of Enterprise Compliance; Employee of a federally chartered credit union, whose wholly owned subsidiary (Kinecta Financial and Insurance Services, LLC) has a networking agreement (dual program) for non-deposit investment products with AFS.; 1440 Rosecrans Ave, , Manhattan Beach, CA, 90266; Investment-Related; 10/18/2017; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-02-07 |
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