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225 South Sixth Street Suite 1400, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-10 |
| TX | RA | APPROVED | 2025-07-10 |
Branch Locations
225 South Sixth Street Suite 1400, Minneapolis, MN 55402 • United States
3741 Douglas Blvd Suite 290, Roseville, CA 95661-4271 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bancwest Investment Services | Sebastopol | CA | 01/2016 | 09/2018 |
| Bank Of The West | Sebastopol | CA | 01/2016 | 09/2018 |
| Ameriprise Financial Services Inc | Granite Bay | CA | 09/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | Roseville | CA | 03/2020 | 07/2025 |
| Northrock Partners, Llc | Roseville | CA | 07/2025 | Present |
Independent Insurance Brokering; United American for Medicare Supplement; 11/02/2022; Medicare Supplement / Fidelity & Guaranty Life Insurance Company; 06/02/2023; Fixed Annuity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 2014-09-17 |
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