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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-08-05 |
| CA | RA | APPROVED | 2024-08-02 |
Branch Locations
3945 Freedom Cir Ste 630, Santa Clara, CA 95054 • United States
3945 Freedom Circle Ste 460, Santa Clara, CA 95054 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Redding | CA | 06/2016 | 08/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Redding | CA | 06/2016 | 08/2024 |
| Full Sail University | Winter Park | FL | 05/2015 | 08/2018 |
| Ameriprise Financial Services, Llc | Santa Clara | CA | 08/2024 | Present |
Board of Directors; Communio Sports Foundation; Treasurer; 18 Petar Ln, , Pittsburg, CA, 94565; Not Investment-Related; 02/01/2026; 10 to 19 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-20 |
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