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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-11 |
| CA | RA | APPROVED | 2015-10-12 |
Branch Locations
27250 Via Industria Ste B, Temecula, CA 92590 • United States
Murrieta, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Temecula | CA | 10/2015 | 03/2020 |
| Ameriprise Financial Services, Llc | Temecula | CA | 03/2020 | Present |
Outside Employment; Majestic Oak Advisory Group LLC; SALARY EMPLOYEE EXEMPT; Manage advisory business; 27250 VIA INDUSTRIA #B, , TEMECULA , CA, 92590; Investment-Related; 06/19/2026; 60 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2002-03-01 |
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