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Katrina Lynn Hermanson

Twin Peaks Wealth Advisors

Wichita Falls, TX

San Francisco, CA

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Current Employers
Twin Peaks Wealth Advisors

San Francisco, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-12-14
TX RA APPROVED 2022-12-14
  • CA RA
    APPROVED
    Since 2022-12-14
  • TX RA
    APPROVED
    Since 2022-12-14

Branch Locations

Wichita Falls, TX • United States

San Francisco, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cambridge Investment Research, Inc Fairfield IA 09/2018 03/2020
Cambridge Investment Research, Inc Fairfield IA 02/2018 03/2020
Unemployed Fairfield IA 01/2018 02/2018
Amazon Flex Fort Worth TX 07/2017 01/2018
Cambridge Investment Research, Inc Fairfield IA 03/2017 07/2017
Amazon Flex Fort Worth TX 02/2017 03/2017
Amazon Fulfillment Fort Worth TX 01/2017 02/2017
United States Postal Service Keller TX 11/2016 01/2017
Uber Fort Worth TX 03/2016 01/2017
Lyft Fort Worth TX 03/2016 01/2017
Lpl Financial Llc Fort Worth TX 03/2020 12/2022
Twin Peaks Wealth Advisors, Llc San Francisco CA 12/2022 Present
  • 09/2018 → 03/2020
    Cambridge Investment Research, Inc
    Fairfield, IA
  • 02/2018 → 03/2020
    Cambridge Investment Research, Inc
    Fairfield, IA
  • 01/2018 → 02/2018
    Unemployed
    Fairfield, IA
  • 07/2017 → 01/2018
    Amazon Flex
    Fort Worth, TX
  • 03/2017 → 07/2017
    Cambridge Investment Research, Inc
    Fairfield, IA
  • 02/2017 → 03/2017
    Amazon Flex
    Fort Worth, TX
  • 01/2017 → 02/2017
    Amazon Fulfillment
    Fort Worth, TX
  • 11/2016 → 01/2017
    United States Postal Service
    Keller, TX
  • 03/2016 → 01/2017
    Uber
    Fort Worth, TX
  • 03/2016 → 01/2017
    Lyft
    Fort Worth, TX
  • 03/2020 → 12/2022
    Lpl Financial Llc
    Fort Worth, TX
  • 12/2022 → Present
    Twin Peaks Wealth Advisors, Llc
    San Francisco, CA
Previous Registrations
  • 2022-10-11 → 2022-12-20
    Lpl Financial Llc
    Fort Mill, SC
    Fairfield, IA
    Fort Worth, TX
    Fort Worth, TX
    San Diego, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-08
  • S66 Uniform Combined State Law Examination
    2022-10-08
Other Names
  • Katrina Lynn Marley

View on SEC IAPD

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