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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-22 |
Branch Locations
505 Lomas Santa Fe Dr Ste 150, Solana Beach, CA 92075 • United States
San Diego, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command | Fort Worth | TX | 10/2017 | 08/2021 |
| Gnis, Llc | San Diego | CA | 03/2016 | 03/2017 |
| Unemployed | San Diego | CA | 04/2017 | 09/2017 |
| Self Employed Booking | San Diego | CA | 09/2017 | 07/2026 |
| Woodbury Financial Services Inc | Rancho Santa Fe | CA | 08/2021 | 01/2024 |
| Osaic Wealth, Inc. | Escondido | CA | 01/2024 | 07/2026 |
| Ameriprise Financial Services, Llc | Solana Beach | CA | 07/2026 | Present |
Real Estate Ownership; Multi-Family; 2727 Morena Blvd., #205, San Diego, CA, 92117; Not Investment-Related; 03/01/2003. Independent Insurance Brokering; Medico (Wellabe); 07/30/2026; Medicare Supplement / Aetna; 05/03/2023; Health / UnitedHealthcare Medicare; 11/02/2024; Medicare Supplement / Blue Cross Blue Shield; 01/01/2024; Health.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-08 |
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