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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-15 |
| CA | RA | APPROVED | 2024-12-13 |
Branch Locations
1130 Iron Point Rd Ste 150, Folsom, CA 95630-8310 • United States
El Dorado Hills, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Folsom | CA | 04/2024 | Present |
| Anytime Fitness Placerville | Placerville | CA | 10/2012 | 01/2020 |
| Unemployed | El Dorado Hills | CA | 02/2020 | 04/2024 |
Outside Employment; Pecuniary Synergies, Inc.; I perform bookkeeping / administrative tasks for Pecuniary Synergies, Inc. I am responsible for things such as running payroll, categorizing expenses, generating monthly reports in Quickbooks.; I am an officer and bookkeeper for Pecuniary Synergies, Inc. It is an S Corp that takes 1099 income that is directed to my personal tax id and then is funneled into the S Corp to pay for business expenses related to Ameriprise work.; 2800 Felton way, , El Dorado Hills, CA, 95762; Not Investment-Related; 04/01/2024; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-12 |
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