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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-05 |
| CA | RA | APPROVED | 2024-02-12 |
Branch Locations
17 Keller St, Petaluma, CA 94952 • United States
Santa Rosa, 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 |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Santa Rosa | CA | 10/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Santa Rosa | CA | 11/2016 | 02/2024 |
| Ameriprise Financial Services, Llc | Petaluma | CA | 02/2024 | Present |
Real Estate Ownership; Single Family; 148 homewood avenue A, , napa, CA, 94558; Not Investment-Related; 04/19/2024 / Lot/Land; 304 Millbrae avenue, , santa rosa, CA, 95407; Not Investment-Related; 08/01/2026.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-09 |
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