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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-03-07 |
| CA | RA | APPROVED | 2024-01-10 |
Branch Locations
1330 Arnold Dr Ste 254, Martinez, CA 94553-6538 • United States
1333 N California Blvd Ste 630, Walnut Creek, CA 94596 • United States
Martinez, CA • 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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2003 | 12/2023 |
| Ameriprise Financial Services, Llc | Walnut Creek | CA | 01/2024 | Present |
Other Business Activities; Cash Flow ? The Holy Grail of Finance; Writing a book; 120 St Malo Ct, , Martinez, CA, 94553; Not Investment-Related; 10/15/2025; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-02 |
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