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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-06-30 |
Branch Locations
535 N Brand Blvd Ste 1000 And 950, Glendale, CA 91203 • United States
Arcadia, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Arcadia | CA | 04/2016 | 07/2017 |
| Jp Morgan Chase Bank | Arcadia | CA | 04/2016 | 07/2017 |
| Jeunesse Global Holdings Llc | Temple City | CA | 01/2013 | 12/2017 |
| University Of California, Los Angeles Extension | Los Angeles | CA | 01/2016 | 03/2018 |
| Guardian Life Insurance Co | Claremont | CA | 02/2018 | 06/2020 |
| Park Avenue Securities, Llc | Claremont | CA | 10/2018 | 06/2020 |
| Ameriprise Financial Services, Llc | Glendale | CA | 06/2020 | Present |
Outside Employment; Insperity PEO Service L.P.; Employee; Insperity PEO Services is used by Franchise Advisors for employment compensation.; 19001 Crescent Springs Dr, , Kingwood, TX, 77339; Investment-Related; 06/29/2020; 60 hours per month; 60 during trading hours. Other Business Activities; Enrolled Agent; I am an Enrolled Agent since 2022. I do not plan to do any tax preparing business on the side.; 10930 Daines Dr, , Temple City, CA, 91780; Not Investment-Related; 01/01/2022; 0 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2016-06-23 |
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