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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-31 |
| CA | RA | APPROVED | 2020-12-23 |
Branch Locations
431 Cleveland St Ste 100, Woodland, CA 95695 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Woodland | CA | 06/1998 | 04/2018 |
| Ameriprise Financial Services, Inc | Woodland | CA | 04/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | Woodland | CA | 03/2020 | Present |
Board of Directors; Kathleen Barsotti Non-Profit for Sustainable Agriculture; Board Member; 23585 State Highway 16, , Capay, CA, 95607; Not Investment-Related; 06/01/2018; 1 to 9 hours per month; 0 during trading hours / Friends of the Esparto Regional Library; Board Member; 17065 Yolo Avenue, , Esparto, CA, 95627; Not Investment-Related; 03/12/2025; 1 to 9 hours per month; 0 during trading hours. Outside Employment; TCB Office Solutions LLC; Associate Financial Advisor servicing client base; Manage advisory business; 431 Cleveland Street, , Woodland, CA, 95695; Investment-Related; 10/01/2024; 40 to 59 hours per month; 20 to 39 during trading hours. Other Business Activities; Yolo County 4H; Adult leader of a county club; 2780 East Gibson Road, , Woodland, CA, 95776; Not Investment-Related; 10/15/2021; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-24 |
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