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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-11-23 |
| CA | RA | APPROVED | 2019-08-06 |
Branch Locations
198 E Elm Ave Ste 102, Coalinga, CA 93210-2837 • United States
1430 Blue Oaks Blvd Ste 290, Roseville,, CA 95747 • United States
Lincoln, CA • United States
2147 Herndon Ave Ste 104, Clovis, CA 93611 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E.K. Riley Investments, Llc | Roseville | CA | 01/2015 | 06/2018 |
| Ameriprise Financial Services Inc | Roseville | CA | 06/2018 | 03/2019 |
| Ameriprise Financial Services, Inc. | Roseville | CA | 08/2019 | 03/2020 |
| Homemaking | Lincoln | CA | 03/2019 | 07/2019 |
| Ameriprise Financial Services, Llc | Roseville | CA | 03/2020 | Present |
Board of Directors; Sierra Nevada Swimming; Finance Committee Member; 1884 Portello Way, , Lincoln, CA, 95648; Not Investment-Related; 10/07/2025; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Blue Oaks Management, LLC; Advisor with Blue Oaks Management, LLC an Ameriprise Financial Franchise; Ameriprise Financial Advisory Firm; 1430 Blue Oaks Blvd, STE 290, Roseville, CA, 95747; Investment-Related; 05/09/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 2016-02-11 |
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