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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-08 |
| CA | RA | APPROVED | 2025-01-27 |
Branch Locations
4655 Executive Dr Ste 300, San Diego, CA 92121-3123 • United States
San Marcos, 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 |
|---|---|---|---|---|
| Pruco Securities, Llc. | Carlsbad | CA | 01/2006 | 11/2024 |
| Prudential Insurance Company Of America | Carlsbad | CA | 02/2006 | 01/2025 |
| Dickerson | Los Angeles | CA | 10/2014 | 11/2024 |
| Ca Health Benefit Exchange | Sacramento | CA | 01/2014 | 11/2024 |
| Lpl Enterprise, Llc | Carlsbad | CA | 11/2024 | 01/2025 |
| Ameriprise Financial Services, Llc | San Diego | CA | 01/2025 | Present |
Real Estate Ownership; Multi-Family; 1349 Wildwood Way, , Boise, ID, 83713; Not Investment-Related; 05/23/2010 / Single Family; 291 E Mel Ave, , Palm Springs, CA, 92263; Not Investment-Related; 04/04/2016.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 2006-03-27 |
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