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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-10 |
Branch Locations
3661 Valley Center Drive Suite 250, San Diego, CA 92130 • United States
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-16 |
| CA | RA | APPROVED | 2025-10-06 |
Branch Locations
350 10Th Ave Ste 950, San Diego, CA 92101 • United States
3661 Valley Centre Drive Suite 250, San Diego, CA 92130-3337 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 01/2024 | 10/2025 |
| Unemployed | Phoenix | AZ | 08/2023 | 12/2023 |
| Custom Upholstery Llc Dba American Upholstery | Phoenix | AZ | 06/2023 | 08/2023 |
| University Of Puget Sound | Tacoma | WA | 01/2021 | 05/2023 |
| Amazon Dse5 | Renton | WA | 07/2022 | 08/2022 |
| Ie Auto Exchange | Colton | CA | 06/2020 | 12/2020 |
| Occidental College | Los Angeles | CA | 09/2018 | 05/2020 |
| Aimbridge Hospitality | Scottsdale | AZ | 06/2019 | 08/2019 |
| Unemployed | Corona | CA | 01/2014 | 08/2018 |
| Ameriprise Financial Services, Llc | San Diego | CA | 10/2025 | Present |
| Fifth Third Securities | San Diego | CA | 07/2026 | Present |
Outside Employment; Comerica Bank; Financial Advisor for Comerica Bank; Employee of Comerica Bank; 350 Tenth Ave, Suite 950, San Diego, CA, 92101; Investment-Related; 10/06/2025; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-04 |
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