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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-25 |
Branch Locations
12625 High Bluff Dr Ste 114, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Texas Christian University | Fort Worth | TX | 08/2019 | 05/2023 |
| Na | Na | CA | 05/2023 | 03/2024 |
| Student | Encinitas | CA | 02/2014 | 08/2019 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 03/2024 | 11/2025 |
| Northwestern Mutual Investment Services Llc | San Diego | CA | 03/2024 | 11/2025 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 06/2024 | 11/2025 |
| Ameriprise Financial Services, Llc | San Diego | CA | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-18 |
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