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1230 Rosecrans Avenue Suite 300, Manhattan Beach, CA 90266 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-08-03 |
| AL | RA | APPROVED | 2026-07-29 |
| OR | RA | APPROVED | 2025-09-25 |
| WA | RA | APPROVED | 2024-06-20 |
| PA | RA | APPROVED | 2021-12-16 |
| VA | RA | APPROVED | 2021-12-16 |
| AZ | RA | APPROVED | 2021-06-14 |
| NV | RA | APPROVED | 2020-09-22 |
| FL | RA | APPROVED | 2020-03-06 |
| TX | RA | APPROVED | 2020-01-02 |
| CA | RA | APPROVED | 2019-10-22 |
Branch Locations
1230 Rosecrans Avenue Suite 300, Manhattan Beach, CA 90266 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | El Segundo | CA | 05/2008 | 02/2017 |
| Bank Of America, Na | El Segundo | CA | 09/2009 | 02/2017 |
| Raymond James Financial Services, Inc. | Manhattan Beach | CA | 02/2017 | 02/2019 |
| Raymond James Financial Services Advisors Inc. | Manhattan Beach | CA | 03/2017 | 02/2019 |
| Tru Independence Asset Management, Llc | Portland | OR | 02/2019 | 10/2019 |
| Jeppson Wealth Management, Llc | Manhattan Beach | CA | 10/2019 | Present |
1) Rental Property; Non-Investment related; 37741 Chaparrall Ct., Palmdale Ct.; rental property; proprietor/owner; 2 hours devoted per month; 0 hours devoted during trading hours; limited responsibility - have property manager for rental. 2) Rental Property, Non-Investment related, 437 East Avenue R-7, Palmdale, CA, rental property; proprietor/owner; 2 hours devoted per month; 0 hours devoted during trading hours; limited responsibility - have property manager for rental. 3) Rental Property, Non-Investment related, 37234 51st Street, Palmdale, CA, rental property; proprietor/owner; 2 hours devoted per month; 0 hours devoted during trading hours; limited responsibility - have property manager for rental. 4) Rental Property, Non-Investment related, 433 East R-4, Palmdale, CA, rental property; proprietor/owner; 2 hours devoted per month; 0 hours devoted during trading hours; limited responsibility - have property manager for rental. 5) Rental Property, Non-Investment related, 27819 Silktree Lane, Palmdale, CA, rental property; proprietor/owner; 2 hours devoted per month; 0 hours devoted during trading hours; limited responsibility - have property manager for rental. 6) Rental Property, Non-Investment related, 313 South Aviation Blvd, Manhattan Beach, CA, rental property; proprietor/owner; 2 hours devoted per month; 0 hours devoted during trading hours; limited responsibility - have property manager for rental. 7) Rental Property, Non-Investment related, 1032 Sylvan Glen, Big Bear, CA, rental property; proprietor/owner; 2 hours devoted per month; 0 hours devoted during trading hours; limited responsibility - have property manager for rental. 8) Palmdale Rental Homes; Non-Investment related; 221 Fowling Street , Playa Del Rey , CA; Rental Real Estate; Proprietor/Owner; 4 hours devoted per month; 0 hours devoted during trading hours; deposit rents and authorize my property manager to carry out tenant management responsibilities, pay property manager to maintain cabin and rent cabin. 9) Oxford Performance Materials, Investment related, Delaware, 3-D Plastics, Passive Investor, 0 hours devoted, Passive private stockholder. 10) Ultran Corp, Investment related, Pennsylvania, Ultrasound Equipment, Passive Investor, 0 hours devoted, Passive private stockholder.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 1985-11-22 |
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