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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-01-02 |
| CA | RA | APPROVED | 2017-06-29 |
Branch Locations
1420 Rocky Ridge Dr Ste 200, Roseville, CA 95661 • United States
Roseville, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Roseville | CA | 07/2004 | 06/2017 |
| Bank Of America, N.A. | Roseville | CA | 09/2009 | 06/2017 |
| Ameriprise Financial Services Inc | Roseville | CA | 06/2017 | 03/2020 |
| Ameriprise Financial Services, Llc | Roseville | CA | 03/2020 | Present |
Board of Directors; Sacramento BYU Management Society; board member; 730 Tanner BuildingProvo, UT 84602-3113, ,; ; 07/05/2007; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-11-02 |
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