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73575 El Paseo Suite 2300, Palm Desert, CA 92260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-08-09 |
Branch Locations
73575 El Paseo Suite 2300, Palm Desert, CA 92260 • 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 |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Palm Desert | CA | 11/2012 | 09/2019 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 09/2019 |
| Cypress Wealth Services | Palm Desert | CA | 09/2019 | 06/2021 |
| Keystone Wealth Services, Llc Dba Keystone Private Wealth | Palm Desert | CA | 06/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-30 |
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