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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2025-07-18 |
| TX | RA | APPROVED | 2018-11-06 |
| CA | RA | APPROVED | 2018-08-13 |
Branch Locations
Honolulu, HI • United States
41973 6Th St Ste C, Temecula, CA 92590 • United States
5850 San Felipe Street Suite 500, Houston, TX 77057-8003 • United States
Houston, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cvs | Menifee | CA | 12/2015 | 06/2018 |
| Ameriprise Financial Services, Inc. | Corona | CA | 05/2017 | 03/2020 |
| Ameriprise Financial Services, Llc | Temecula | CA | 03/2020 | Present |
Real Estate Ownership; Single Family; 23141 Rustic Oak Wildomar, CA 92591, ,; Not Investment-Related; 04/15/2015 / Single Family; 9001 Paddington dr Riverside, CA 92503, ,; Not Investment-Related; 04/01/2012. Business Ownership; NAP Partners, LLC.; Co-owner; Manage Ameriprise Business; 7535 Chevy Chase, , Houston, TX, 77063; Investment-Related; 12/14/2023; 60 hours per month; 60 during trading hours / Nakamo LLC; Co-owner; Real Estate; 7535 Chevy Chase Dr, , Houston, TX, 77063; Investment-Related; 02/14/2025; 0 hours per month; 0 during trading hours / Khaman Dhokla LLC; Management of personal real estate; Real estate ownership; 7535 Chevy Chase, , Houston, TX, 77063; Investment-Related; 06/01/2021; 0 hours per month; 0 during trading hours. Outside Employment; NAP Partners, LLC; Co-owner; Manage advisory business; 7535 Chevy Chase Dr, , Houston, TX, 77063; Investment-Related; 12/14/2023; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-31 |
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