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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-12 |
Branch Locations
1420 Rocky Ridge Dr Ste 160, Roseville, CA 95661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity | Roseville | CA | 06/2023 | 08/2023 |
| Csu, Chico | Chico | CA | 08/2021 | 06/2023 |
| Watershed Media | Chico | CA | 01/2021 | 08/2021 |
| Csu, Chico | Chico | CA | 08/2019 | 06/2021 |
| Interwest Insurance | Chico | CA | 06/2022 | 08/2022 |
| Analy High School | Sebastopol | CA | 08/2015 | 08/2019 |
| California State University | Chico | CA | 08/2019 | 05/2023 |
| Ameriprise Financial Services, Llc | Folsom | CA | 08/2023 | 04/2024 |
| Aw Securities | Folsom | CA | 05/2024 | 01/2025 |
| Allworth Financial | Folsom | CA | 05/2024 | 01/2025 |
| Osaic Wealth, Inc. | Roseville | CA | 02/2025 | 11/2025 |
| Ameriprise Financial Services, Llc | Roseville | CA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-20 |
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