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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-11-07 |
Branch Locations
319 E Carrillo St Ste 107, Santa Barbara, CA 93101 • United States
29899 Agoura Rd Ste 112, Agoura Hills, CA 91301 • United States
Thousand Oaks, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mortgage Service Providers/Trimavin Appraisal Management | Santa Ana | CA | 06/2013 | 01/2022 |
| Floe Financial Partners | Pasadena | CA | 02/2022 | 07/2023 |
| Unemployed | Thousand Oaks | CA | 12/2021 | 01/2022 |
| Lpl Financial Llc | Pasadena | CA | 03/2022 | 07/2023 |
| Ameriprise Financial Services, Llc | Agoura Hills | CA | 11/2023 | Present |
| Fosgro Llc | Thousand Oaks | CA | 08/2023 | 10/2023 |
Business Ownership; The Row House; Co-owner; Boutique Fitness Gym; 18127 Chatsworth St., , Granada Hills, CA, 91344; Not Investment-Related; 12/02/2019; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Crimson Cardinal LLC; associate advisor; My employer; 29899 Agoura Rd. , Suite 112, Agoura Hills, CA, 91301; Investment-Related; 02/07/2024; 0 hours per month; 0 during trading hours / AlphaInsights; Consultant; Business Consultant; 351 California Street, 2nd Floor, San Francisco, CA, 94104; Not Investment-Related; 08/15/2025; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-14 |
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