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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-06-28 |
Branch Locations
3945 Freedom Circle Ste 460, Santa Clara, CA 95054 • United States
3945 Freedom Cir Ste 630, Santa Clara, CA 95054 • United States
San Jose, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transitions Wealth Advisors | San Jose | CA | 01/2013 | 03/2023 |
| Kestra Investment Services, Llc. | San Jose | CA | 03/2013 | 03/2023 |
| Kestra Advisory Services, Llc. | San Jose | CA | 04/2016 | 03/2023 |
| Ameriprise Financial Services, Llc | Santa Clara | CA | 06/2023 | Present |
Real Estate Ownership; Single Family; 5636 Matthew Dr, , Horn Lake, MS, 38637; Not Investment-Related; 02/26/2021 / Single Family; 269 Sandy Gulch Dr, , Marina, CA, 93933; Not Investment-Related; 09/07/2022.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-21 |
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