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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-25 |
Branch Locations
500 S Indian Canyon Dr, Palm Springs, CA 92264 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade Investment Management Llc | Indian Wells | CA | 08/2015 | 01/2021 |
| Td Ameritrade | Indian Wells | CA | 08/2015 | 01/2021 |
| Td Ameritrade | Indian Wells | CA | 08/2015 | 12/2020 |
| Aflac Field Force | San Diego | CA | 12/2010 | 12/2019 |
| Jp Morgan Chase Bank | La Quinta | CA | 01/2021 | 03/2026 |
| Jp Morgan Securities | La Quinta | CA | 01/2021 | 03/2026 |
| U.S. Bancorp Advisors, Llc | Palm Springs | CA | 03/2026 | Present |
| U.S. Bank | Palm Springs | CA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 1986-02-05 |
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