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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2024-02-23 |
Branch Locations
155 Country Estates Cir Ste 300, Reno, NV 89511 • United States
Carson City, NV • United States
Carson City, NV • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cinergy Financial | Tustin | CA | 02/2016 | 11/2019 |
| Independent Financial Group,Llc | Tustin | CA | 02/2016 | 11/2019 |
| Nch Tax & Wealth Advisors | Fullerton | CA | 11/2019 | 02/2020 |
| Money Concepts Capital Corp | Fullerton | CA | 11/2019 | 02/2020 |
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 01/2020 | 02/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Aspen | CO | 02/2020 | 02/2024 |
| Ameriprise Financial Services, Llc | Reno | NV | 02/2024 | Present |
Outside Employment; FWMG, LLC; I am a Client Service Coordinator & Paraplanner; Manage advisory business; 3295 W Elder St, , Boise, ID, 83705; Investment-Related; 02/20/2024; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-27 |
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