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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-26 |
| CA | RA | APPROVED | 2024-12-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Tustin | CA | 09/2023 | Present |
| Trubru Organic Coffee | Orange | CA | 06/2018 | 06/2023 |
| F45 | Tustin | CA | 06/2023 | 06/2024 |
| Lululemon | Irvine | CA | 05/2023 | 09/2023 |
| Loyola Marymount University | Los Angeles | CA | 07/2014 | 05/2018 |
| Naturalena | Irvine | CA | 11/2020 | 05/2021 |
Outside Employment; F45; Personal Trainer; Personal Training for Group Fitness Classes; 139 W 1st, , Tustin, CA, 92780; Not Investment-Related; 07/01/2022; 1 to 9 hours per month; 1 to 9 during trading hours / Timberline Lane, LLC; Paraplanner; Manage advisory business; 14771 Plaza Dr, Ste M, Tustin, CA, 92780; Investment-Related; 09/20/2023; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-14 |
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