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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fresno State University | Fresno | CA | 09/2020 | 09/2024 |
| Mt. Whitney High School | Visalia | CA | 09/2016 | 09/2020 |
| Divisadero Middle School | Visalia | CA | 09/2014 | 09/2016 |
| David's Pool Cleaning | Visalia | CA | 09/2020 | 12/2020 |
| Osaic Wealth, Inc | Fresno | CA | 03/2025 | 01/2026 |
| Acord And Fong Wealth Strategies | Fresno | CA | 05/2023 | 03/2025 |
| Ameriprise Financial Services, Llc | Visalia | CA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-02 |
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