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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-03-14 |
| TX | RA | APPROVED | 2023-03-13 |
Branch Locations
7355 Greenleaf Ave Ste 206, Whittier, CA 90602-1621 • United States
7355 Greenleaf Ave Ste 204, Whittier, CA 90602-1621 • United States
7355 Greenleaf Ave Ste 216, Whittier, CA 90602 • United States
Whittier, CA • 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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 07/2002 | 03/2023 |
| Ameriprise Financial Services | Whittier | CA | 03/2023 | 03/2023 |
| Ameriprise Financial Services, Llc | Whittier | CA | 03/2020 | 03/2020 |
| Ameriprise Financial Services, Llc. | Whittier | CA | 03/2023 | Present |
Real Estate Ownership; Single Family; 999 Pacific St, A105, Oceanside, CA, 92054; Investment-Related; 06/10/2025. Business Ownership; Zaragoza Elite Wealth Management, LLC; Manage Ameriprise franchise business expenses; Manage Ameriprise franchise business expenses; 7355 Greenleaf Ave Suite 204, , Whittier, CA, 90602; Not Investment-Related; 03/29/2023; 20 to 39 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 2002-09-13 |
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