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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2024-05-21 |
| MD | RA | APPROVED | 2024-05-15 |
| TX | RA | APPROVED_RES | 2024-05-15 |
Branch Locations
1627 K Street Nw Suite 900, Washington, DC 20006-1710 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Washington | DC | 07/2015 | 05/2024 |
| Ameriprise Financial Services Llc | Washington | DC | 05/2024 | Present |
Business Ownership; Cortale & Associates; Owner; Manage Ameriprise Business; 1627 K St NW, Suite 900, , Washington, DC, 20006; Investment-Related; 11/06/2023; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Cortale & Associates; Owner; Manage advisory business; 1627 K St NW, Suite 900, , Washington, DC, 20006; Investment-Related; 05/15/2024; 60 hours per month; 60 during trading hours. Other Business Activities; Financial Literacy Coach; Provide high level budgeting and basic financial literacy to various institutions.; 7509 Westfield Dr, , Bethesda, MD, 20817; Investment-Related; 01/12/2026; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-08-25 |
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