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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-29 |
Branch Locations
225 E Santa Clara St Ste 302, Arcadia, CA 91006 • United States
Palmdale, CA • United States
755 S Spring St Unit 1111, Los Angeles, CA 90014 • 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 |
|---|---|---|---|---|
| Morgan Stanley | Tucson | AZ | 01/2018 | 03/2019 |
| University Of Arizona - Arizona Room | Tucson | AZ | 06/2016 | 01/2017 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 07/2019 | 02/2021 |
| Ra Sushi | Tucson | AZ | 03/2019 | 06/2019 |
| Sovereign Lending Group | Costa Mesa | CA | 03/2021 | 06/2021 |
| New American Funding | Tustin | CA | 06/2021 | 02/2023 |
| Fidelity Investments | Burbank | CA | 02/2023 | 08/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Westlake Village | CA | 09/2024 | 12/2024 |
| Unemployed | Tucson | AZ | 02/2017 | 12/2017 |
| J.P. Morgan Securities Llc | Tempe | AZ | 03/2025 | 09/2025 |
| Unemployed | Los Angeles | CA | 01/2025 | 02/2025 |
| Ameriprise Financial Services, Llc | Arcadia | CA | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-20 |
| S66 | Uniform Combined State Law Examination | 2026-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 2025-04-02 |
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