Kurt Mortenson

Current Employers

Employment History

• 12/2009 → 04/2018
  World Equity Group
  Palm Desert, CA
• 12/2009 → 05/2018
  Praxis Wealth Management, Inc.
  Palm Desert, CA
• 05/2018 → 04/2019
  Purshe Kaplan Sterling Investments, Inc
  Albany, NY
• 05/2018 → 09/2021
  Cypress Wealth Services, Llc
  Palm Desert, CA
• 09/2021 → Present
  Keystone Wealth Services, Llc Dba Keystone Private Wealth
  Palm Desert, CA

Previous Registrations

• 2018-05-19 → 2021-09-02
  Cypress Wealth Services, Llc
  Palm Desert, CA
• 2009-12-15 → 2018-05-15
  World Equity Group, Inc.
  Palm Desert, CA
  Menahga, MN
  Schaumburg, IL
  Schaumburg, IL
• 2009-06-01 → 2009-12-19
  Morgan Stanley
  Palm Desert, CA
• 2003-05-09 → 2009-06-01
  Citigroup Global Markets Inc.
  Menahga, MN
  Palm Desert, CA
• 1997-07-08 → 2003-05-23
  Prudential Equity Group, Llc
  Indian Wells, CA

Other Businesses

1. TJR HOLDINGS, LLC; NOT INVESTMENT-RELATED; 79405 HIGHWAY 111; STE 9-175, LA QUINTA, CA; RENTAL REAL ESTATE; MANAGING PARTNER; START 2004; APPROXIMATELY 0 HOURS DURING TRADING HOURS; MAINTENANCE AND BOOKKEEPING.

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-06-15
• S63 Uniform Securities Agent State Law Examination
  1987-06-26

Other Names

• Kurt Mortenson
• Kurt Thomas Mortenson