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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-22 |
| TX | RA | APPROVED | 2024-10-21 |
Branch Locations
2140 E El Segundo Blvd Suite 4B, El Segundo, CA 90245-2658 • United States
8601 Lincoln Blvd Suite 130, West Chester, CA 90045-8848 • United States
Rancho Cucamonga, CA • United States
1130 Wilshire Blvd, Santa Monica, CA 90401-2012 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kinecta Fcu | Santa Monica | CA | 09/2006 | 10/2024 |
| Lpl Financial Llc | Santa Monica | CA | 08/2022 | 10/2024 |
| Ameriprise Financial Services, Llc | Santa Monica | CA | 10/2024 | Present |
Real Estate Ownership; Multi-Family; 270 S 1st Ave, , Upland, CA, 91786; Not Investment-Related; 05/17/2022. Outside Employment; Kinecta Wealth Management (KFIS); Investment Management; Kinecta Wealth Management; 3027 Wilshire Blvd, , Santa Monica, CA, 90403; Investment-Related; 09/01/2006; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-16 |
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