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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-06 |
Branch Locations
1502 Spring St Suite D, Paso Robles, CA 93446 • United States
505 N Highway 169 Suite 900, Plymouth, MN 55441 • 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 |
|---|---|---|---|---|
| Pfs Investments Inc. | Riverside | CA | 04/2023 | 12/2023 |
| Primerica Financial Services | Riverside | CA | 08/2022 | 12/2023 |
| Ae Clean | San Miguel | CA | 05/2021 | Present |
| Unemployed | San Miguel | CA | 01/2016 | 05/2021 |
| Cs Planning Corp. | Portland | OR | 02/2024 | 04/2026 |
| Oak & Vine Wealth Management | Paso Robles | CA | 02/2024 | 04/2026 |
| Advisory Solutions Group | Paso Robles | CA | 05/2026 | Present |
AE CLEAN - OWNER - SAN MIGUEL, CA. RESIDENTIAL AND OFFICE CLEANING SERVICES. 20 HOURS PER MONTH, 8 HOURS DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-26 |
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