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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2024-06-19 |
| TX | RA | APPROVED_RES | 2018-02-16 |
| CA | RA | APPROVED | 2012-06-11 |
Branch Locations
5850 San Felipe Street Suite 500, Houston, TX 77057-8003 • United States
41973 6Th St Ste C, Temecula, CA 92590 • United States
Wildomar, CA • United States
1 Tara Blvd Ste 200, Nashua, NH 03110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Corona | CA | 04/2012 | 03/2020 |
| Ameriprise Financial Services, Llc | Temecula | CA | 03/2020 | Present |
Outside Employment; NAP Partners, LLC; I will provide coaching to the team members- including marketing strategies, management of the calendar, guidance in insurance sales.; NAP Partners, LLC was created to separate the insurance consulting portion of Navina Wealth (which is an approved activity through Ameriprise.; 7535 Chevy Chase Drive, , Houston, TX, 77063; Investment-Related; 03/14/2025; 40 to 59 hours per month; 20 to 39 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-07 |
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