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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-22 |
| CA | RA | APPROVED | 2024-12-11 |
Branch Locations
899 Embarcadero Dr Ste 2, El Dorado Hills, CA 95762-4094 • United States
1430 Blue Oaks Blvd Ste 290, Roseville,, CA 95747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Praxis Consulting | Sacramento | CA | 01/2008 | 01/2021 |
| Kestra Financial Services, Inc. | Austin | TX | 04/2016 | 01/2021 |
| Ameriprise Financial Services, Llc | Roseville | CA | 05/2024 | Present |
| Guild Mortgage Company, Llc | Folsom | CA | 01/2021 | 11/2023 |
| Unemployed | El Dorado Hills | CA | 11/2023 | 05/2024 |
Business Ownership; RizkIt Images; Co-owner; Event and Landscape Photography and Retail Sales of Photos.; 3573 Rolph Way, , El Dorado Hills, CA, 95762; Not Investment-Related; 12/01/2014; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Blue Oak Management, LLC; Advisor with Blue Oaks Management, LLC an Ameriprise Financial Franchise; Ameriprise Financial Advisory Firm; 1430 Blue Oaks Blvd., Ste 290, , Roseville, CA, 95747; Investment-Related; 05/08/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-10 |
| S66 | Uniform Combined State Law Examination | 2024-09-09 |
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