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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-06-24 |
Branch Locations
24025 Park Sorrento Ste 320, Calabasas, CA 91302 • United States
Simi Valley, CA • 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 |
|---|---|---|---|---|
| Charton Ins Services, Inc | Xx | CA | 08/1989 | 06/2022 |
| Financial Network Investment Corporation | Reseda | CA | 05/1991 | 06/2019 |
| Partners Securities, Inc. | Austin | TX | 12/1997 | 06/2019 |
| Lpl Financial Llc | Simi Valley | CA | 06/2019 | 06/2022 |
| Ameriprise Financial Services, Llc | Simi Valley | CA | 06/2022 | Present |
Real Estate Ownership; Commercial; 883 Patriot Drive unit A, , Moorpark, CA, 93021; Investment-Related; 06/01/2019 / Commercial; 3130 Harbor Blvd., , Costa Mesa, CA, 92626; Investment-Related; 01/01/2014 / Commercial; 15272 Bolsa Chica, , costa mesa, CA, 92626; Investment-Related; 10/01/2015. Independent Insurance Brokering; Aetna; 06/01/2000; / AIG; 04/29/2021; / Allianz; 09/14/2022; Health / Ameritas; 06/24/2021; / Anthem Blue Cross; 06/01/2000; / Blue Shield; 06/01/2000; / Equitable; 09/07/2022; / Hartford; 04/27/2021; / Health Net; 06/01/2000; / Jackson National; 07/25/2022; / John Hancock; 06/01/2000; / Kaiser; 06/01/2000; / Lincoln National; 06/01/2000; / Pacific Life; 03/11/2021; / Protective Life; 07/26/2022; / United health Care; 07/12/2021; . Business Ownership; Splash Dance LLC; manage my personal boat; it's not a business; 3511 Silverside Road suite 105, , Wilmington, DE, 19810; Not Investment-Related; 10/01/2016; 0 hours per month; 0 during trading hours / Gray Ghost, LLC; managing pleasure boat for my personal use; LLC set up for my pleasure boat; 40 W Cochran Ave, , Simi Valley, CA, 93065; Not Investment-Related; 10/21/2021; 1 to 9 hours per month; 0 during trading hours / Charton Services, INC; Owner; group health insurance hold and service.; 40 W. Cochran St., Suite 201, Simi Valley, CA, 93065; Not Investment-Related; 08/01/2023; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; TRLT Ventures; I work as an independent Financial advisor for TRLC Ventures.; Manage advisory business; 8008 n High Street, , Columbus , OH, 43235; Investment-Related; 01/01/2025; 60 hours per month; 60 during trading hours.
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