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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-08 |
| TN | RA | APPROVED | 2023-10-31 |
| MO | RA | APPROVED | 2021-03-05 |
| OK | RA | APPROVED | 2021-03-05 |
Branch Locations
270 Glenis Dr Ste B, Murfreesboro, TN 37129-5102 • United States
4322 Harding Pike Ste 226, Nashville, TN 37205 • United States
Franklin, 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Chesterfield | MO | 05/2012 | 01/2018 |
| Lpl Financial | Saint Louis | MO | 02/2018 | 10/2020 |
| Ameriprise Financial Services, Llc | Norman | OK | 02/2021 | Present |
| Unemployed | Valles Mines | MO | 10/2020 | 02/2021 |
Outside Employment; MEW Practice Management, LLC; Associate Financial Advisor - Assist Senior Advisor in servicing client base and new clients, including financial plans and investments; Private Wealth Advisor practice; 581 Merchant Dr, , Norman, OK, 73069; Investment-Related; 02/20/2021; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-28 |
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