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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-01-11 |
Branch Locations
24025 Park Sorrento Ste 440, Calabasas, CA 91302-4018 • United States
Thousand Oaks, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Newport News | VA | 07/2010 | 10/2016 |
| Unemployed | Norfolk | VA | 10/2016 | Present |
| Ameriprise Financial Services, Inc. | Calabasas | CA | 01/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | Calabasas | CA | 03/2020 | Present |
Outside Employment; R&J Pacific Management LLC; Employee; Financial; 24025 Park Sorrento, , Calabasas, CA, 91302; Not Investment-Related; 01/01/2022; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-07 |
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