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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-08-02 |
| TX | RA | APPROVED | 2021-08-02 |
Branch Locations
45 N Broadway, Chula Vista, CA 91910-1401 • United States
1101 Palm Ave, Imperial Beach, CA 91932-1618 • United States
Escondido, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| North Island Credit Union | San Diego | CA | 04/1996 | 08/2021 |
| Cuso Financial Services | San Diego | CA | 01/2015 | 08/2021 |
| Ameriprise Financial Services, Llc | Chula Vista | CA | 08/2021 | Present |
Real Estate Ownership; Single Family; 15222 Calle Juanito, , San Diego, CA, 92129; Not Investment-Related; 07/01/2021. Outside Employment; California Credit Union; Financial Advisor - Provide Financial and Retirement Planning; ; 45 N Broadway, , Chula Vista, CA, 91910; Investment-Related; 01/04/2014; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-06-01 |
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