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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-03-16 |
| TX | RA | APPROVED | 2020-03-13 |
Branch Locations
12531 High Bluff Dr Ste 400, San Diego, CA 92130 • United States
San Diego, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | San Diego | CA | 01/2015 | 03/2020 |
| Wells Fargo Clearing Services, Llc | San Diego | CA | 03/2020 | Present |
REAL ESTATE LICENSE, INV RELATED, STATE OF CALIFORNIA, START 9/6/2011, ZERO HOURS PER MONTH, ZERO DURING TRADING. RENTAL PROPERTY, INV RELATED, SAN DIEGO, CA, 50% OWNERSHIP, START 1/17/2018, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING. 4927 ART LLC, INV RELATED, SOLANA BEACH, CA, 50% OWNERSHIP, START 1/19/2017, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, HOLDS RENTAL PROPERTY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 2011-05-03 |
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