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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-06-12 |
Branch Locations
1450 Twin Lakes Avenue Suite 202, Bozeman, MT 59718 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oppenheimer & Co. Inc. | Bellevue | WA | 12/2012 | 04/2021 |
| Ameriprise Financial Services, Llc | Seattle | WA | 04/2021 | 06/2026 |
| Wells Fargo Advisors Financial Network, Llc | Bothel | WA | 06/2026 | Present |
| Ameriprise Financial | Bellevue | WA | 04/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-08 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-04 |
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