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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-08-04 |
| CA | RA | APPROVED | 2021-10-15 |
Branch Locations
1420 Rocky Ridge Dr Ste 200, Roseville, CA 95661 • United States
470 Nevada St Ste 200, Auburn, CA 95603-3752 • United States
Roseville, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Roseville | CA | 07/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Roseville | CA | 11/2016 | 10/2021 |
| Ameriprise Financial Services, Llc | Roseville | CA | 10/2021 | Present |
Board of Directors; Lincoln Chamber of Commerce; Treasurer; 540 F St, , Lincoln, CA, 95648; Not Investment-Related; 10/25/2021; 1 to 9 hours per month; 0 during trading hours / Semper Fi Assocaiation; Treasurer; PO Box 371, , Lincoln, CA, 95648; Not Investment-Related; 01/01/2021; 1 to 9 hours per month; 0 during trading hours / Rotary Club of Lincoln; Immediate Past President; PO Box 663, , Lincoln, CA, 95648; Not Investment-Related; 07/01/2021; 1 to 9 hours per month; 1 to 9 during trading hours / Lincoln Rotary Foundation; Member at Large; PO Box 663, , Lincoln, CA, 95648; Not Investment-Related; 07/01/2021; 1 to 9 hours per month; 0 during trading hours / Roseville Bourbon Society Board; Member at Large; 1108 Saddle Rock Ct, , Roseville, CA, 95747; Not Investment-Related; 04/01/2024; 1 to 9 hours per month; 0 during trading hours / Placer Veterans Memorial Coalition (Formerly, Lincoln Veterans Memorial Coalition); Vice President; PO Box 867, , Lincoln, CA, 95648; Not Investment-Related; 12/01/2023; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-15 |
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