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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-14 |
| CA | RA | APPROVED | 2024-12-20 |
Branch Locations
7881 Edinger Ave Suite 120, Huntington Beach, CA 92647-7639 • United States
17860 Newhope St Suite 103, Fountain Valley, CA 92708-5424 • United States
1040 E. Imperial Hwy, Ste. F3, Brea, CA 92821-5632 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Anaheim | CA | 05/2015 | 12/2024 |
| Partners Federal Credit Union | Fullerton | CA | 05/2015 | 12/2024 |
| Ameriprise Financial Services, Llc | Brea | CA | 12/2024 | Present |
Independent Insurance Brokering; SBLI USA Life Insurance Company, Inc; 01/23/2025; Fixed Annuity. Outside Employment; Kinecta Federal Credit Union; Financial Advisor; I work for Kinecta Federal Credit Union which is where I am a financial advisor and we use Ameriprise as our broker/dealer; 1040 E Imperial Hwy, , brea, CA, 92821; Investment-Related; 12/30/2024; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-17 |
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