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19 Sutter Street, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-05-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Century Investment Services, Inc. | Kansas City | MO | 03/2011 | 02/2021 |
| Brio Financial Group | San Francisco | CA | 02/2021 | Present |
Rental Real Estate owner since 2010. 1131 Goodrich Avenue St. Paul MN 1135 Goodrich Avenue St. Paul MN 2160 Fairmont Avenue St. Paul MN 2079 St. Clair Avenue St. Paul MN 6023 Newton Avenue Minneapolis MN 0-3 hours a month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 2001-04-03 |
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