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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2022-09-08 |
Branch Locations
303 International Cir Ste 490, Hunt Valley, MD 21030 • United States
8820 Columbia 100 Pkwy Ste 200, Ellicott City, MD 21045 • United States
Sparks Glencoe, MD • 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 |
|---|---|---|---|---|
| Usaa Financial Advisors Inc | Vienna | VA | 01/2013 | 07/2017 |
| Usaa Financial Planning Services | Vienna | VA | 01/2013 | 07/2017 |
| Wells Fargo Clearing Services, Llc | Walnut Creek | CA | 07/2017 | 09/2020 |
| Janney Montgomery Scott Llc | New York | NY | 09/2020 | 09/2022 |
| Ameriprise Financial Services, Llc | Hunt Valley | MD | 09/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-01 |
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