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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-03-24 |
Branch Locations
214 Se Vine Ln, Bend, OR 97702 • United States
Bend, OR • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company, L.P./Mercer Allied | Irvine | CA | 08/2019 | 01/2021 |
| Mentor Global Consultants | Irvine | CA | 01/2019 | 08/2019 |
| Capstone Financial Consultants | Bend | CA | 07/2016 | 08/2018 |
| Chapman University | Orange | CA | 08/2015 | 05/2019 |
| Goldman Sachs & Co. Llc | Irvine | CA | 01/2021 | 04/2021 |
| Ameriprise Financial Services, Llc | Bend | OR | 06/2021 | 03/2022 |
| Ameriprise Financial Services, Llc | Bend | OR | 05/2022 | Present |
Real Estate Ownership; Single Family; 205 S 19th Ave, , Caldwell, ID, 83605; Investment-Related; 12/14/2022 / Single Family; 63084 Sophwith Ln, , Bend, OR, 97701; Investment-Related; 05/30/2024. Other Business Activities; Stand-up comedy; I perform and help produce stand-up comedy at clubs in town once or twice a month; 190 NW Oregon Ave, , Bend, OR, 97703; Not Investment-Related; 01/01/2023; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-06-12 |
| S65 | Uniform Investment Adviser Law Examination | 2019-12-05 |
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