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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-03-17 |
| TX | RA | APPROVED | 2026-02-19 |
| CA | RA | APPROVED | 2026-01-09 |
Branch Locations
1425 Jefferson Rd, Rochester, NY 14623-3139 • United States
2100 Park Place, El Segundo, CA 90245 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Redondo Beach | CA | 03/2020 | 03/2022 |
| Wells Fargo Bank, Na | Redondo Beach | CA | 05/2016 | 03/2022 |
| Rbc Capital Markets, Llc | El Segundo | CA | 03/2022 | 01/2026 |
| Ameriprise Financial Services, Llc | El Segundo | CA | 01/2026 | Present |
Outside Employment; Kinecta Wealth Management; Financial Advisor; Manage advisory business; 2100 Park Place, , El Segundo, CA, 90245; Investment-Related; 01/07/2026; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-20 |
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