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950 Tower Lane Suite 1800, Foster City, CA 94404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-01-27 |
Branch Locations
950 Tower Lane Suite 1800, Foster City, CA 94404 • United States
11601 Wilshire Blvd Suite 460, Los Angeles, CA 90025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services, Inc. | St. Paul | MN | 10/2017 | 09/2020 |
| Cri Securities, Llc | St. Paul | MN | 10/2017 | 09/2020 |
| North Star Resource Group | San Diego | CA | 09/2017 | 10/2017 |
| North Star Resource Group | San Diego | CA | 10/2017 | 09/2020 |
| Minnesota Life Insurance Co. | St. Paul | MN | 10/2017 | 09/2020 |
| University Of California Santa Barbara | Santa Barbara | CA | 09/2013 | 09/2017 |
| Cosmetic Laser Dermatology | San Diego | CA | 03/2016 | 01/2018 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 10/2020 | 01/2022 |
| Northwestern Mutual Investment Services Llc | Santa Monica | CA | 10/2020 | 01/2022 |
| Ieq Capital, Llc | Los Angeles | CA | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-22 |
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