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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-11-03 |
Branch Locations
3 Embarcadero Ctr Ste 1350, San Francisco, CA 94111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Golden Bay Brokers | Plesanton | CA | 04/2010 | Present |
| Comerica Bank | San Diego | CA | 07/2015 | 11/2023 |
| Comerica Securities, Inc. | San Francisco | CA | 07/2015 | 11/2023 |
| Ameriprise Financial Services, Llc | San Francisco | CA | 11/2023 | Present |
Real Estate Ownership; Multi-Family; 367 McLeod Street, , Livermore, CA, 94550; Not Investment-Related; 01/01/2023. Business Ownership; Golden Bay Brokers; Owner; Real Estate; 2760 camino casa buena, , pleasanton, CA, 94566; Investment-Related; 08/24/1998; 1 to 9 hours per month; 0 during trading hours. Real Estate License; Yes. Outside Employment; Comerica Bank; Regional Managing Director, Northern CA.; I am a Regional Managing Director for Comerica Wealth Management.; 3 Embarcadero Center, 13th floor, , san francisco, CA, 94111; Investment-Related; 05/01/2012; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-14 |
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