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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-07-28 |
| TN | RA | APPROVED | 2022-04-11 |
| AL | RA | APPROVED | 2019-07-19 |
| TX | RA | APPROVED | 2019-07-19 |
Branch Locations
101 Lowe Ave Se Ste 1A, Huntsville, AL 35801 • United States
Arrington, TN • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Huntsville | AL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Huntsville | AL | 11/2016 | 07/2019 |
| Ameriprise Financial Services, Inc. | Huntsville | AL | 07/2019 | 03/2020 |
| Ameriprise Financial Services, Llc | Huntsville | AL | 03/2020 | Present |
Real Estate Ownership; Multi-Family; 2417 High Mountain Road, Unit 3508, Park City, UT, 84098; Not Investment-Related; 10/24/2025.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-02-26 |
| S65 | Uniform Investment Adviser Law Examination | 2001-02-16 |
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