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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-30 |
| CA | RA | APPROVED | 2024-09-24 |
Branch Locations
225 W Santa Clara St Ste 1600, San Jose, CA 95113-1723 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Ameritas Investment Corp | Lincoln | NE | 09/2013 | 12/2016 |
| Ameritas Life Insurance Corp | Lincoln | NE | 02/2012 | 12/2016 |
| Rey Md Llc | Milpitas | CA | 01/2014 | 09/2016 |
| Cornerstone Financial Partners | San Jose | CA | 11/2013 | 12/2016 |
| Lincoln Financial Advisors | Campbell | CA | 12/2016 | 12/2021 |
| Prudential Insurance Company Of America | San Jose | CA | 12/2021 | 02/2023 |
| Pruco Securities, Llc. | San Jose | CA | 12/2021 | 02/2023 |
| Park Avenue Securities | Campbell | CA | 04/2023 | 08/2024 |
| Guardian Life Insurance Company | Campbell | CA | 03/2023 | 08/2024 |
| Ameriprise Financial Services, Llc | San Jose | CA | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-08-15 |
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