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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-09-05 |
Branch Locations
901 3Rd Ave S, Minneapolis, MN 55402 • United States
Davidson, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prudential Investment Management Services Llc | Davidson | NC | 12/2010 | 07/2018 |
| Fsc Securities Corporation | Mooresville | NC | 08/2018 | 03/2019 |
| Clientwise, Llc | Irving | TX | 04/2019 | 03/2021 |
| Lpl Financial, Llc | Denver | NC | 03/2021 | 05/2021 |
| Merit Financial Group, Llc | Denver | NC | 03/2021 | 05/2021 |
| Voya Investments Distributor, Llc | Windsor | CT | 05/2021 | 01/2025 |
| Voya Investment Management Co. Llc | New York | NY | 05/2021 | 01/2025 |
| Voya Investment Management | Davidson | NC | 05/2021 | 01/2025 |
| Ameriprise Financial Services, Llc | Minneapolis | MN | 08/2025 | Present |
| Unemployed | Davidson | NC | 02/2025 | 07/2025 |
Name of Activity: Investment Property / Rental ; Date Activity Started/Modified/Ended:2025-09-12; Address: 633 Concord Rd, 305 Pine Rd, 504 Watson St, 210 Armour St -Davidson NC 28036; Type of Activity: Investment real estate; Describe if any other Activity:;Role/Relationship: Owner/ Proprietor; Describe if any other Roles/Responsibility:;Responsibilities: manage repair and maintenance schedule ; Total Hours Per Month: 0 to 20; Total Hours Per Month During Trading Hours: 0 to 20; Does this activity include providing investment advice, conducting securities trading or managing the assets of others?:No;-- END ---
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-14 |
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