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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-11-09 |
| CA | RA | APPROVED | 2018-05-22 |
Branch Locations
24025 Park Sorrento Ste 440, Calabasas, CA 91302-4018 • United States
136 W Canon Perdido St Ste 230, Santa Barbara, CA 93101 • United States
333 City Blvd W 3Rd Fl, Orange, CA 92868 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| California Lutheran University | Thousand Oaks | CA | 08/2014 | 05/2017 |
| Ubs Financial Services | Westlake Village | CA | 05/2015 | 07/2017 |
| Ameriprise Financial Services, Inc. | Calabasas | CA | 08/2017 | 03/2020 |
| Ameriprise Financial Services, Llc | Calabasas | CA | 03/2020 | Present |
Outside Employment; R&J Pacific Management LLC; Employee of an AFG.; Manage advisory business; 24025 Park Sorrento, , Calabasas, CA, 91302; Investment-Related; 01/01/2022; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-17 |
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