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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-07-16 |
| CA | RA | APPROVED | 2018-03-27 |
Branch Locations
1333 N California Blvd Ste 630, Walnut Creek, CA 94596 • United States
Martinez, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hope Center Covenant Church | Pleasant Hill | CA | 10/2005 | 12/2017 |
| Envision Landscape Studio | Pleasant Hill | CA | 01/2014 | 12/2017 |
| Ameriprise Financial Services, Inc. | Walnut Creek | CA | 12/2017 | 03/2020 |
| Ameriprise Financial Services, Llc | Walnut Creek | CA | 03/2020 | Present |
Board of Directors; Berean Christian High School Board of Directors; Board Member; 245 El Divisadero Ave, , Walnut Creek, CA, 94598; Not Investment-Related; 07/01/2024; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Public Speaking/Consulting- Self Employed; Speaker - Speaking and working local groups including churches and schools.; Speaking for local groups, churches and schools.; Various, , Various, CA, 94596; Not Investment-Related; 01/01/2018; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-23 |
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