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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-03 |
Branch Locations
Santa Clara, CA • United States
Santa Clara, CA • United States
3945 Freedom Circle Ste 460, Santa Clara, CA 95054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transitions Wealth Advisors | San Jose | CA | 08/2014 | 12/2018 |
| Stay At Home Mom | Santa Clara | CA | 01/2019 | 07/2019 |
| Transitions Wealth Advisors | San Jose | CA | 11/2020 | 02/2026 |
| Kestra Investment Services | San Jose | CA | 11/2020 | 02/2026 |
| Stay At Home Mom | Santa Clara | CA | 06/2020 | 11/2020 |
| Kestra Investment Services | Austin | TX | 03/2016 | 12/2018 |
| Transitions Wealth Advisors | San Jose | CA | 07/2019 | 06/2020 |
| Kestra Advisory Services, Llc | San Jose | CA | 03/2024 | 02/2026 |
| Ameriprise Financial Services, Llc | Santa Clara | CA | 03/2026 | Present |
Real Estate Ownership; Single Family; 5906 Quilter St, , Sacramento , CA, 95835; Not Investment-Related; 01/01/2026.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-14 |
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