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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-04-21 |
Branch Locations
1611 Bunker Hill Way Ste 140, Salinas, CA 93906 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 | Carmel | CA | 07/2008 | 04/2021 |
| Bank Of America,Na | Carmel | CA | 08/2009 | 04/2021 |
| Ameriprise Financial Services, Llc | Salinas | CA | 04/2021 | Present |
Real Estate Ownership; Single Family; 1727 Somersworth Way, , Salinas, CA, 93906; Not Investment-Related; 08/31/2017. Business Ownership; DNDJ, LLC; Owner; Manage Ameriprise Business; 1611 Bunker HIll Way, Suite 140, Salinas, CA, 93906; Not Investment-Related; 09/30/2023; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Partners for Peace; Board Member; 855 E Laurel Drive, BLDG H, , Salinas, CA, 93905; Not Investment-Related; 04/01/2016; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-07-13 |
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