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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-28 |
| CA | RA | APPROVED | 2020-01-10 |
Branch Locations
11835 W Olympic Blvd Ste 735 East, Los Angeles, CA 90064 • United States
Santa Monica, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Healthy Financial Planning, Llc | Los Angeles | CA | 09/2015 | 06/2016 |
| Ameriprise Financial Services, Llc | Los Angeles | CA | 03/2020 | Present |
| Ameriprise Financial Services, Inc. | Los Angeles | CA | 01/2020 | 03/2020 |
| Ameriprise Financial Services, Inc. | Hermosa Beach | CA | 05/2016 | 08/2019 |
| Ameriprise Financial Services, Inc. | Los Angeles | CA | 08/2019 | 01/2020 |
Business Ownership; Saldivia Tax; Owner; Tax Preparation; 827 4th street , #405, santa monica, CA, 90403; Not Investment-Related; 10/15/2024; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 2013-06-03 |
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