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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-11 |
| CA | RA | APPROVED | 2025-03-11 |
Branch Locations
99 Pacific St Ste 400, Monterey, CA 93940-2470 • United States
Seaside, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 10/2024 | 02/2025 |
| Jack In The Box | Sacramento | CA | 06/2016 | 11/2016 |
| Falafel Corner Natomas | Sacramento | CA | 06/2018 | 11/2019 |
| Wingstop | Santa Cruz | CA | 03/2019 | 06/2019 |
| Falafel Corner J Street | Sacramento | CA | 06/2019 | 02/2020 |
| Dutch Bros | Woodland | CA | 05/2020 | 10/2022 |
| T% Coffee And Tea - S Street | Sacramento | CA | 08/2021 | 03/2022 |
| Bad Bakers - Natomas | Sacramento | CA | 05/2024 | 10/2024 |
| Roscoe's Bar & Burgers | Sacramento | CA | 08/2024 | 03/2025 |
| Unemployed | Sacramento | CA | 02/2020 | 05/2020 |
| Unemployed | Sacramento | CA | 12/2023 | 05/2024 |
| Uc Santa Cruz | Santa Cruz | CA | 09/2018 | 06/2019 |
| American River College | Sacramento | CA | 08/2019 | 05/2020 |
| Uc Davis | Davis | CA | 09/2022 | 12/2023 |
| Natomas High School | Sacramento | CA | 08/2014 | 06/2018 |
| Ameriprise Financial Services, Llc | Monterey | CA | 03/2025 | Present |
Other Business Activities; Acting/Modeling; I intend to develop my acting and modeling portfolio more over time as it is a creative outlet outside of my analytical role at Ameriprise. Acting and modeling have been unpaid and community events I have taken part in since I was a teenager. As I develop my skills more and become more active in the community there will be potential for paid opportunities and gigs. None are to be permanent or take priority over my roles at Ameriprise. The roles I take will follow Ameriprise OBA rules. I will not appear or act in any way that suggests my roles in my acting/modeling are endorsements of Ameriprise. I will not appear to give financial advice or appear in any roles that directly impact Ameriprise or its competitors unless I obtain written approval from compliance for roles that are limited to background and extra work if allowed. Many roles and gigs have characteristics of last minute bookings that may lead to roles being offered within a day of shooting. No roles I have done in the past have been paid but the opportunities exist and some will require I-9 verification and filling of W4's which is why this OBA has been submitted.; 4959 Shady Leaf Way, , Sacramento, CA, 95838; Not Investment-Related; 12/12/2025; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-08 |
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