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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-08-25 |
| TX | RA | APPROVED_RES | 2017-08-25 |
Branch Locations
225 W Santa Clara St Ste 1600, San Jose, CA 95113-1723 • United States
San Jose, 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 |
|---|---|---|---|---|
| Nf Wealth Management, Inc | San Jose | CA | 01/2015 | 08/2017 |
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2015 | 08/2017 |
| Ameriprise Financial Services Inc | Campbell | CA | 08/2017 | 03/2020 |
| Ameriprise Financial Services, Llc | San Jose | CA | 03/2020 | Present |
Real Estate Ownership; Single Family; 3305 Cahill CourtSacramento, CA 95827, ,; Investment-Related; 10/01/2015 / Multi-Family; 516 13th Street, , Sacramento, CA, 95814; Not Investment-Related; 12/03/2020 / Multi-Family; 518 13th Street, , Sacramento, CA, 95814; Not Investment-Related; 12/01/2023.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-10 |
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