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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-05-09 |
Branch Locations
1 Ikea-Rbfcu Pkwy, Live Oak, TX 78233-2792 • United States
San Antonio, TX • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 06/2016 | 06/2021 |
| Redwood Credit Union | Santa Rosa | CA | 06/2016 | 06/2021 |
| Ameriprise Financial Services, Llc | Live Oak | TX | 05/2022 | Present |
| Not Actively Employed | Rohnert Park | CA | 06/2021 | 05/2022 |
Real Estate Ownership; Single Family; 1401 Dollard Town Road, , Goldsboro, NC, 27534; Not Investment-Related; 08/01/2000. Outside Employment; Randolph Brooks Federal Credit Union; Investment Services Sales Manager - Oversight and responsibility of the Financial Advisor and admin/operations team under the RBFCU Investment Services Group; ; 1 Ikea - RBFCU Parkway, , Live Oak, TX, 78233; Investment-Related; 05/02/2022; 60 hours per month; 60 during trading hours / Clover Home Services; "Handy Man" work such as fixing doors, interior/exterior painting, building/fixing decks and fences, as well as other similar light/household construction projects.; "Handy Man" work such as fixing doors, interior/exterior painting, building/fixing decks and fences, as well as other similar light/household construction projects.; 46641 N. Black Canyon Hwy, , New River, AZ, 85087; Not Investment-Related; 10/01/2025; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-20 |
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