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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-01-07 |
| CA | RA | APPROVED | 2017-06-28 |
Branch Locations
1420 Rocky Ridge Dr Ste 200, Roseville, CA 95661 • United States
Granite Bay, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Roseville | CA | 06/1998 | 06/2017 |
| Ameriprise Financial Services Inc | Roseville | CA | 06/2017 | 03/2020 |
| Ameriprise Financial Services, Llc | Roseville | CA | 03/2020 | Present |
Real Estate Ownership; Lot/Land; 3226 California Lane, , Lincoln, CA, 95648; Investment-Related; 04/02/2018 / Single Family; 8258 Royall Oaks Drive Granite Bay CA 95746, ,; Investment-Related; 04/02/2018. Real Estate License; Yes. Other Business Activities; First Deed of Trust/Loan; $250,000 First Deed of TrustAlta Way (parcel # 049-041-49); Alta Way, , Mill Valley, CA, 94941; Investment-Related; 07/25/2022; 0 hours per month; 0 during trading hours / Personal Loan; This is a Personal loan to a friend.; 4000 Tilden Drive, , Roseville, CA, 95661; Not Investment-Related; 09/15/2023; 0 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-22 |
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