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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-09-01 |
Branch Locations
4655 Executive Dr Ste 300, San Diego, CA 92121-3123 • United States
San Diego, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Spring | TX | 10/2019 | 02/2021 |
| J.P. Morgan Securities Llc | Spring | TX | 10/2019 | 02/2021 |
| Wells Fargo Clearing Services, Llc | Willis | TX | 10/2018 | 10/2019 |
| Wells Fargo Bank | Willis | TX | 10/2018 | 10/2019 |
| Wells Fargo Bank | Magnolia | TX | 07/2017 | 10/2018 |
| Freeway Insurance | Houston | TX | 08/2016 | 01/2017 |
| Freeway Insurance | Phoenix | AZ | 01/2013 | 08/2016 |
| University Of Phoenix | Phoenix | AZ | 04/2014 | 07/2016 |
| Foresters | Houston | TX | 02/2017 | 07/2017 |
| Lincoln Heritage Insurance | Houston | TX | 01/2017 | 09/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rolling Meadows | IL | 03/2021 | 09/2021 |
| Bank Of America, N.A. | Rolling Meadows | IL | 03/2021 | 09/2021 |
| J.P. Morgan Securities Llc | Evanston | IL | 09/2021 | 07/2022 |
| Jp Morgan Chase Bank, N.A. | Evanston | IL | 09/2021 | 07/2022 |
| National Life Insurance | Houston | TX | 02/2017 | 07/2017 |
| Ameriprise Financial Services, Llc | San Diego | CA | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-11 |
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