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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-13 |
| NC | RA | APPROVED | 2024-03-11 |
Branch Locations
300 S Tryon St, Charlotte, NC 28202 • United States
Charlotte, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alight Financial Services (Aon Hewitt) | Charlotte | NC | 07/2010 | 01/2019 |
| Alight Financial Solutions, Llc | Charlotte | NC | 07/2010 | 09/2018 |
| Massmutual Life Insurance Co | Charlotte | NC | 02/2019 | 09/2020 |
| Mml Investors Services, Llc | Charlotte | NC | 02/2019 | 09/2020 |
| Fidelity Investments | Merrimack | NH | 10/2021 | 09/2022 |
| American Insurance Institute Llc | Spanish Fork | UT | 10/2020 | 01/2021 |
| Prudential Financial | Philadelphia | PA | 01/2021 | 07/2021 |
| Unemployed | Charlotte | NC | 08/2021 | 09/2021 |
| Ameriprise Financial Services, Llc | Charlotte | NC | 03/2024 | Present |
| Unemployed | Charlotte | NC | 10/2022 | 02/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-24 |
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