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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-09 |
| CA | RA | APPROVED | 2026-06-01 |
Branch Locations
550 N Moorpark Rd, Thousand Oaks, CA 91360-3703 • United States
21440 Victory Blvd, Woodland Hills, CA 91367-2422 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services Llc | Woodland Hills | CA | 06/2026 | Present |
| Wells Fargo Advisors, Lla | Malibu | CA | 10/2014 | 11/2016 |
| Wells Fargo Bank, Na | Tarzana | CA | 07/2013 | 02/2022 |
| Wells Fargo Clearing Services, Llc | Tarzana | CA | 11/2016 | 02/2022 |
| Mufg Union Bank | Simi Valley | CA | 02/2022 | 10/2022 |
| Unionbanc Investment Services | Simi Valley | CA | 03/2022 | 10/2022 |
| Wells Fargo Clearing Services, Llc | Goleta | CA | 10/2024 | 06/2026 |
| Wells Fargo Bank, Na | Goleta | CA | 10/2024 | 06/2026 |
| Thriving Mindsets | Thousand Oaks | CA | 10/2022 | 07/2024 |
Outside Employment; Kinecta Wealth Management; Financial Advisor; Manage advisory business; 21440 Victory Blvd , , woodland hills, CA, 91367; Investment-Related; 06/01/2026; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 2014-12-02 |
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