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580 California Street 12Th Floor, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| CO | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED | 2020-12-21 |
Branch Locations
580 California Street 12Th Floor, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | San Francisco | CA | 10/2006 | 10/2017 |
| Brio Financial Group | San Francisco | CA | 10/2017 | 05/2020 |
| Amara Financial, Llc | San Francisco | CA | 05/2020 | Present |
(1) Real Estate Ownership; Multi-Family; San Francisco, CA 94109; Start Date: November 2023 (2) Insurance Agent (fixed products) ; San Francisco, CA; Start Date: 2012
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-02 |
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