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San Ramon, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-07-30 |
Branch Locations
San Ramon, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Charlotte | NC | 09/2014 | 08/2018 |
| Unemployed | Charlotte | NC | 08/2018 | 10/2018 |
| Baird | Charlotte | NC | 11/2018 | 12/2021 |
| Ameriprise Financial Services, Llc | Osseo | MN | 12/2021 | 06/2025 |
| Synergy Financial Group | Charlotte | NC | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 2004-06-02 |
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