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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-07-29 |
| TX | RA | APPROVED | 2019-07-26 |
Branch Locations
2033 N Main St Ste 800, Walnut Creek, CA 94596 • United States
Walnut Creek, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Walnut Creek | CA | 01/2015 | 07/2019 |
| Wells Fargo Clearing Services, Llc | Walnut Creek | CA | 07/2019 | Present |
BIO-RAD; INVESTMENT RELATED; HERCULES,CA; PASSPORT TO RETIREMENT INSTRUCTOR START DATE 05/20/2020; NUMBER OF HOURS PER MONTH 6; NUMBER OF HOURS DURING TRADING 0; PRESENTING MATERIAL.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-30 |
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