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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-27 |
| CA | RA | APPROVED | 2021-08-02 |
Branch Locations
884 Eastlake Pkwy Ste 1615, Chula Vista, CA 91914-4547 • United States
5898 Copley Dr, San Diego, CA 92111-7916 • United States
Naval Air Base Saufley St Bldg. 318, San Diego, CA 92135 • United States
Chula Vista, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| North Island Credit Union | Chula Vista | CA | 07/2009 | 07/2021 |
| Cuso Financial Services | San Diego | CA | 01/2015 | 07/2021 |
| Ameriprise Financial Services, Llc | Chula Vista | CA | 08/2021 | Present |
Real Estate Ownership; Single Family; 1123 Latigo Cove 8, , Chula Vista, CA, 91915; Not Investment-Related; 05/01/2013. Outside Employment; California Credit Union; Financial Advisor - Wealth Management; ; 884 Eastlake Parkway Suite 1615, , Chula Vista, CA, 91914; Investment-Related; 07/09/2007; 40 to 59 hours per month; 40 to 59 during trading hours / Sports Official/Basketball; Referee - Officiate Basketball Games; Basketball Officiating; 1221 Pinehurst Rd, , Chula Vista, CA, 91915; Not Investment-Related; 11/01/2021; 10 to 19 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 2011-06-02 |
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