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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-14 |
Branch Locations
24025 Park Sorrento Ste 320, Calabasas, CA 91302 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities Llc | Sherman Oaks | CA | 12/2023 | 02/2024 |
| Matthews Law Firm | Newport Beach | CA | 06/2017 | 02/2024 |
| Vuori | Studio City | CA | 01/2021 | 03/2023 |
| Full-Time Education | Beverly Hills | CA | 01/2014 | 08/2018 |
| University Of Oregon | Eugene | OR | 09/2019 | 01/2024 |
| Osteostrong | Studio City | CA | 10/2023 | 02/2024 |
| Thrivent Investment Managment Inc. | Minneapolis | MN | 02/2024 | 10/2024 |
| Thrivent Financial | Appleton | WI | 03/2024 | 10/2024 |
| Ameriprise Financial Services, Llc | Calabasas | CA | 10/2024 | Present |
Outside Employment; TRLT Ventures LLC; I am a registered staff member in Jeff Chaddock's Ameriprise practice.; Manage advisory business; 8008 N. High Street, , Columbus, OH, 43235; Investment-Related; 01/08/2025; 60 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-01 |
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