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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-05-28
GA RA APPROVED 2023-05-08
CA RA APPROVED 2023-05-03
  • TX RA
    APPROVED_RES
    Since 2025-05-28
  • GA RA
    APPROVED
    Since 2023-05-08
  • CA RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 08/2016 → 05/2020
    Saint Mary's College Of California
    Moraga, CA
  • 08/2016 → 08/2017
    Saint Mary's College - Joseph L. Alioto Recreation Center
    Moraga, CA
  • 08/2017 → 08/2018
    Saint Mary's College - Joseph L. Alioto Recreation Center
    Moraga, CA
  • 09/2018 → 12/2019
    Birdsong Family
    Lafayette, CA
  • 06/2019 → 08/2019
    Bank Of America
    Elk Grove, CA
  • 06/2020 → 03/2021
    Nurtured Wealth
    Walnut Creek, CA
  • 01/2021 → 03/2023
    Lpl Financial, Llc
    Walnut Creek, CA
  • 03/2021 → 03/2023
    Strategic Wealth Advisors Group
    Walnut Creek, CA
  • 05/2023 → Present
    Sandy Springs, GA
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-21
  • S66 Uniform Combined State Law Examination
    2021-03-21
Other Names
  • Kirsten Gruber

View on SEC IAPD

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