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19 Sutter Street, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-10-13 |
| TX | RA | APPROVED | 2017-10-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | San Francisco | CA | 08/2015 | 10/2017 |
| Brio Financial Group | San Francisco | CA | 10/2017 | Present |
2009 - Present; Insurance Agent; San Francisco, CA; Investment-related. 2022- Product Reviewer on YouTube; 2 hours a month, none during trading hours; not investment-related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-11-19 |
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