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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-09-19 |
| WA | RA | APPROVED | 2017-03-07 |
Branch Locations
1009 N Center Pkwy Ste 220, Kennewick, WA 99336 • United States
Kennewick, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cnl Securities Corp. | Orlando | FL | 02/2014 | 09/2016 |
| Ameriprise Financial Services Inc. | Kennewick | WA | 02/2017 | 03/2020 |
| Unemployed | Wilsonville | OR | 09/2016 | 02/2017 |
| Ameriprise Financial Services, Llc | Kennewick | WA | 03/2020 | Present |
Business Ownership; FWMG, LLC; Co-owner; Manage Ameriprise Business; 3295 W. Elder St, Ste. 205, Boise, ID, 83705; Investment-Related; 03/05/2026; 60 hours per month; 60 during trading hours. Board of Directors; Inspiration Estates Home Owners Association; Board Member; 6725 W. Clearwater Ave, , Kennewick, WA, 99336; Not Investment-Related; 02/15/2023; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; FWM, LLC; employee -; For payroll expenses; Boise Idaho, ,; Not Investment-Related; 02/15/2017; 60 hours per month; 20 to 39 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-26 |
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