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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-01-20 |
| CA | RA | APPROVED | 2019-06-11 |
| TX | RA | APPROVED | 2019-06-07 |
Branch Locations
30700 Russell Ranch Rd Ste 250, Westlake Village, CA 91362 • United States
915 118Th Ave Se Ste 310, Bellevue, WA 98005 • United States
Thousand Oaks, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual | Los Angeles | CA | 08/2013 | 06/2019 |
| Mml Investors Services | Los Angeles | CA | 08/2013 | 06/2019 |
| Ameriprise Financial Services, Inc. | Calabasas | CA | 06/2019 | 03/2020 |
| Ameriprise Financial Services, Llc | Westlake Village | CA | 03/2020 | Present |
Independent Insurance Brokering; Symetra; 10/07/2014; Fixed Annuity / UNUM; 03/07/2014; / MetLife; 01/18/2003; / Penn Mutual; 09/01/2015; / Mass Mutual; 06/07/2019; .
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-22 |
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