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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-12-08 |
| TX | RA | APPROVED_RES | 2025-12-08 |
| CA | RA | APPROVED | 2025-12-05 |
Branch Locations
Orangevale, CA • United States
937 Tahoe Blvd Suite 130 7, Incline Village, NV 89451 • United States
9700 Village Center Dr Suite 233, Granite Bay, CA 95746-6312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Folsom | CA | 08/2013 | 07/2017 |
| Lpl Financial, Llc | Granite Bay | CA | 08/2017 | 12/2025 |
| Golden State Wealth Management, Llc | Granite Bay | CA | 08/2017 | 12/2025 |
| Ameriprise Financial Services, Llc | Granite Bay | CA | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-19 |
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