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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-08-03 |
Branch Locations
5898 Copley Dr, San Diego, CA 92111-7916 • United States
San Diego, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Modesto | CA | 09/2018 | 12/2019 |
| American Red Cross | Honolulu | HI | 03/2014 | 09/2017 |
| Unemployed | Honolulu | HI | 09/2017 | 12/2017 |
| John Hancock Financial Network | Honolulu | HI | 01/2018 | 04/2018 |
| Unemployed | Modesto | CA | 05/2018 | 09/2018 |
| Bank Of America, N.A. | Modesto | CA | 10/2018 | 12/2019 |
| Unemployed | San Diego | CA | 01/2020 | 04/2020 |
| California Credit Union | San Diego | CA | 04/2020 | 07/2021 |
| Cuso Financial Services, Inc. | San Diego | CA | 04/2020 | 07/2021 |
| Ameriprise Financial Services, Llc | San Diego | CA | 08/2021 | Present |
Outside Employment; CCU; Registered Client Services Associate - Financial Advisor Assistant; ; 5898 Copley Dr, , San Diego, CA, 92111; Investment-Related; 04/20/2020; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-21 |
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