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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-28 |
| GA | RA | APPROVED | 2023-05-08 |
| CA | RA | APPROVED | 2023-05-03 |
Branch Locations
5855 Sandy Springs Cir Ne Ste 100, Sandy Springs, GA 30328 • United States
1333 N California Blvd Ste 630, Walnut Creek, CA 94596 • United States
Dublin, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Saint Mary's College Of California | Moraga | CA | 08/2016 | 05/2020 |
| Saint Mary's College - Joseph L. Alioto Recreation Center | Moraga | CA | 08/2016 | 08/2017 |
| Saint Mary's College - Joseph L. Alioto Recreation Center | Moraga | CA | 08/2017 | 08/2018 |
| Birdsong Family | Lafayette | CA | 09/2018 | 12/2019 |
| Bank Of America | Elk Grove | CA | 06/2019 | 08/2019 |
| Nurtured Wealth | Walnut Creek | CA | 06/2020 | 03/2021 |
| Lpl Financial, Llc | Walnut Creek | CA | 01/2021 | 03/2023 |
| Strategic Wealth Advisors Group | Walnut Creek | CA | 03/2021 | 03/2023 |
| Ameriprise Financial Services, Llc | Sandy Springs | GA | 05/2023 | Present |
Outside Employment; MacKelfresh & Associates LLC; Employee; I am paid for my work as Richard MacKelfresh's (45398) associate advisor / paraplanner from his LLC - MacKelfresh & Associates LLC; 5855 Sandy Springs Cir, Suite 100, Sandy Springs, GA, 30328; Investment-Related; 04/17/2023; 60 hours per month; 60 during trading hours / JPKJR LLC; Financial Advisor at Ameriprise; Joseph Kurelic (103024) pays me from his LLC - JPKJR LLC - for my GDC that's shared with him. In the year 2025, total payments are projected to be around $5,000.; 5865 Greenbrier Rd, , Atlanta, GA, 30328; Investment-Related; 01/01/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-21 |
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