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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-04-14 |
Branch Locations
1499 Se Tech Center Pl Ste 220, Vancouver, WA 98683 • United States
Vancouver, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Portland | OR | 08/2017 | 04/2023 |
| Kershner Trading Group | Austin | TX | 11/2015 | 01/2017 |
| Unemployed | Vancouver | WA | 02/2017 | 08/2017 |
| Bank Of America, N.A. | Portland | OR | 03/2018 | 04/2023 |
| Ameriprise Financial Services, Llc | Vancouver | WA | 04/2023 | Present |
Board of Directors; Battle Ground Rotary Club; Past President; PO Box 131, , Battle Ground, WA, 98604; Not Investment-Related; 07/01/2024; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 2002-01-09 |
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