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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-02-07 |
Branch Locations
535 N Brand Blvd Ste 1000 And 950, Glendale, CA 91203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Peninsula Hotel | Beverly Hills | CA | 03/2016 | 09/2016 |
| Unemployed | Earville | NY | 09/2016 | 04/2017 |
| Axa Advisors | New York | NY | 04/2017 | 03/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Syracuse | NY | 04/2020 | 07/2022 |
| Bank Of America, N.A. | Syracuse | NY | 04/2020 | 07/2022 |
| Aflac Field Force | Utica | NY | 05/2019 | 05/2019 |
| Ameriprise Financial Services, Llc | Peoria | AZ | 08/2022 | 12/2023 |
| Ameriprise Financial Services, Llc | Glendale | CA | 02/2024 | Present |
Outside Employment; Insperity PEO Services L.P.; Employee; Insperity PEO Services is used by Franchise Advisors for employment compensation.; 19001 Crescent Springs Dr, , Kingwood, TX, 77339; Investment-Related; 02/05/2024; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 2017-04-03 |
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