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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-03-09 |
| CA | RA | APPROVED | 2019-11-22 |
Branch Locations
27250 Via Industria Ste B, Temecula, CA 92590 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc | Temecula | CA | 06/2019 | 03/2020 |
| San Diego State University | San Diego | CA | 08/2015 | 05/2019 |
| Ameriprise Financial Services, Llc | Temecula | CA | 03/2020 | Present |
Outside Employment; Majestic Oak Advisory Group LLC; Operations manager; Manage advisory business; 27250 Via Industria, Suite B, Temecula, CA, 92590; Investment-Related; 06/02/2026; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-03 |
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