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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-17 |
Branch Locations
17860 Newhope St Suite 103, Fountain Valley, CA 92708-5424 • United States
2324 Park Ave, Tustin, CA 92782-2702 • 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 |
|---|---|---|---|---|
| Comerica Securities, Inc. | Costa Mesa | CA | 03/2016 | 10/2021 |
| U.S. Bancorp Investments, Inc. | Anaheim | CA | 10/2021 | 10/2025 |
| Ameriprise Financial Services, Llc | Tustin | CA | 10/2025 | Present |
Outside Employment; Kinecta Federal Credit Union; As a Financial Advisor, this position is responsible for meeting and consulting with members to assess their financial planning needs by reviewing their financial information, developing financial goals, and creating financial plans to assist members in meeting their goals. Provide members with advice and guidance.; Manage advisory business; 2324 Park Ave, , Tustin, CA, 92782; Investment-Related; 10/17/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 1995-06-29 |
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