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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-09-23 |
Branch Locations
255 Shoreline Dr Ste 400, Redwood City, CA 94065 • United States
Burlingame, CA • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Palo Alto | CA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Palo Alto | CA | 11/2016 | 09/2020 |
| Ameriprise Financial Services Inc | Redwood Shores | CA | 09/2020 | 09/2020 |
| Ameriprise Financial Services, Llc | Redwood Shores | CA | 03/2020 | 03/2020 |
| Ameriprise Financial Services, Llc. | Redwood Shores | CA | 09/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 1991-01-31 |
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