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1230 Rosecrans Avenue Suite 300, Manhattan Beach, CA 90266 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-10-22 |
Branch Locations
1230 Rosecrans Avenue Suite 300, Manhattan Beach, CA 90266 • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| Unemployed | Manhattan Beach | CA | 03/2016 | 05/2017 |
| Raymond James Financial Services, Inc | Manhattan Beach | CA | 05/2017 | 02/2019 |
| Raymond James Financial Services Advisors Inc. | Manhattan Beach | CA | 08/2017 | 02/2019 |
| Tru Independence Asset Management, Llc | Portland | OR | 02/2019 | 10/2019 |
| Jeppson Wealth Management, Llc | Manhattan Beach | CA | 10/2019 | Present |
1. CRAIG MORSE REAL ESTATE AGENT; INVESTMENT RELATED; MANHATTAN BEACH, CA; REAL ESTATE BROKERAGE/AGENT; START 10/23/2017; 2 HOURS DEVOTED PER MONTH; 0 HOURS DEVOTED DURING TRADING HOURS; REAL ESTATE BROKER FOR THE PURPOSES OF BUYING OR SELLING MY OWN OR MY FAMILY'S REAL ESTATE. 2. BACK TO BACK PRODUCTIONS; NON-INVESTMENT RELATED; MANHATTAN BEACH, CA; SCRIPT WRITER; START 11/2020; HOURS PER MONTH DEPENDENENT ON WRITING SCHEDULE, 0 HOURS DEVOTED DURING TRADING HOURS; WRITING SCRIPTS TO DEVELOP INTO FILMS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-28 |
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