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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-09-16 |
| CA | RA | APPROVED | 2020-06-11 |
Branch Locations
206 Tampa St, Turlock, CA 95382 • United States
1277 Treat Blvd Ste 660, Walnut Creek, CA 94597 • United States
1215 W Center St Ste 202, Manteca, CA 95337-4279 • United States
Mckinney, TX • United States
7300 State Highway 121 Ste 300, Mckinney, TX 75070 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northeastern University | Boston | MA | 09/2014 | 05/2019 |
| Mercer | Boston | MA | 07/2017 | 03/2018 |
| Ameriprise Financial | Auburndale | MA | 07/2018 | 12/2018 |
| Ameriprise Financial Services, Inc | Watertown | MN | 07/2019 | 03/2020 |
| Ameriprise Financial Services, Llc | Walnut Creek | CA | 03/2020 | Present |
Other Business Activities; Church Biblical Finance Co-Lead; I have been asked to co-lead a book study at my church on Biblical Finance. We will be going through the book "God and Money" by John Cortines and Gregory Baumer. I will not be soliciting my services in any way or receiving compensation for this.; 3921 Community Ave, , McKinney, TX, 75071; Not Investment-Related; 08/20/2026; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-27 |
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