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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-07-25 |
| CA | RA | APPROVED | 2017-03-27 |
Branch Locations
1420 Rocky Ridge Dr Ste 160, Roseville, CA 95661 • United States
Danville, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services Inc | Roseville | CA | 04/2004 | 03/2020 |
| United Mortgage Financial Services Llc | San Ramon | CA | 05/2008 | Present |
| Self Employed | San Ramon | CA | 07/2008 | 03/2017 |
| Ameriprise Financial Services, Llc | Roseville | CA | 03/2020 | Present |
Business Ownership; United Mortgage Financial Services LLC; ; Tax Preparation; 9000 Crow Canyon Road, Suite S-322, Danville, CA 94506, ,; Investment-Related; 05/01/2008; 20 to 39 hours per month; 20 to 39 during trading hours / RBN&C, LLC; Operations; Operations for the practice.; 1420 Rocky Ridge Drive, Suite 160, Roseville, CA, 95661; Not Investment-Related; 12/31/2018; 40 to 59 hours per month; 20 to 39 during trading hours. Real Estate License; Yes. Board of Directors; National Charity League, Inc.; Website Support; PO Box 41, , San Ramon, CA, 94583; Not Investment-Related; 04/19/2021; 1 to 9 hours per month; 0 during trading hours / The Women's Empowerment (WE) Network at Ameriprise Financial; Secretary; 70100 Ameriprise Financial Center, , Minneapolis, MN, 55474; Not Investment-Related; 07/01/2024; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-07 |
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