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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-26 |
| VA | RA | APPROVED | 2019-01-18 |
Branch Locations
222 Central Park Ave Ste 1920, Virginia Beach, VA 23462-3037 • United States
Chesapeake, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Norfolk | VA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Norfolk | VA | 11/2016 | 01/2019 |
| Ameriprise Financial Services, Inc. | Virginia Beach | VA | 01/2019 | 03/2020 |
| Ameriprise Financial Services, Llc | Virginia Beach | VA | 03/2020 | Present |
Outside Employment; Southern New Hampshire University; adjunct faculty - Adjunct Faculty; ; 2500 N River Rd. , Hooksett, NH 03106, ,; Not Investment-Related; 02/07/2013; 1 to 9 hours per month; 0 during trading hours / Colorado Christian University; Adjunct Faculty - Adjunct Faculty; ; 8787 W. Alameda Ave. Lakewood, CO 80226, ,; Not Investment-Related; 08/14/2015; 1 to 9 hours per month; 0 during trading hours / Indiana Wesleyan University; Adjunct Faculty - Adjunct Faculty; ; 4201 S Washington St., , Marion, IN, 46953; Not Investment-Related; 02/04/2016; 1 to 9 hours per month; 0 during trading hours / Grand Canyon University; Adjunct Faculty - Adjunct Faculty; ; 3300 W Camelback Rd, , Phoenix, AZ, 85017; Not Investment-Related; 04/10/2022; 1 to 9 hours per month; 0 during trading hours / Regent University; Adjunct Faculty - Adjunct Faculty; ; 1000 Regent University Dr., , Virginia Beach, VA, 23322; Not Investment-Related; 05/02/2022; 1 to 9 hours per month; 0 during trading hours / Univ. of Arizona Global Campus; adjunct faculty - Adjunct Faculty; Online / Adjunct Professor.; 8620 Spectrum Center Blvd. , San Diego, Ca 92123, ,; Not Investment-Related; 01/08/2014; 1 to 9 hours per month; 0 during trading hours. Other Business Activities; Assistant Head Coach Grassfield HS; Coach of HS girls softball team; 2007 Scenic ParkwayChesapeake, VA 23322, ,; Not Investment-Related; 01/28/2019; 1 to 9 hours per month; 0 during trading hours / Church Elder; I was asked to be a Church Elder at Great Bridge Presbyterian Church. I would be the Elder for Stewardship and Finance. I will not have check writing abilities or access to funds. It is more of a committee head for the Finance committee of my Church.; 333 Cedar Rd, , Chesapeake, VA, 23322; Not Investment-Related; 07/01/2025; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 1989-12-15 |
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