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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-17 |
| TX | RA | APPROVED | 2025-01-17 |
Branch Locations
1420 Rocky Ridge Dr Ste 200, Roseville, CA 95661 • 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 |
|---|---|---|---|---|
| Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.) | Citrus Heights | CA | 09/2007 | 01/2025 |
| Safe Credit Union | Citrus Heights | CA | 09/2007 | 01/2025 |
| Ameriprise Financial Services, Llc | Roseville | CA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-11-07 |
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