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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-05-31 |
Branch Locations
44 Montgomery St Ste 3100, San Francisco, CA 94104 • United States
San Francisco, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank | San Bruno | CA | 08/2011 | 05/2022 |
| J.P. Morgan Securities Llc | San Bruno | CA | 10/2012 | 05/2022 |
| In-Home Supportive Service | San Francisco | CA | 01/2011 | 05/2022 |
| Ameriprise Financial Services, Llc | San Francisco | CA | 05/2022 | Present |
Real Estate Ownership; Single Family; 226 Raymond Ave, , San Francisco, CA, 94134; Not Investment-Related; 03/18/2024. Board of Directors; Visitation Valley Elementary School PTA (Parent Teacher Association); President; 55 Schwerin St, , San Francisco, CA, 94134; Not Investment-Related; 10/03/2022; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-10 |
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