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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-09-08 |
| MN | RA | APPROVED | 2022-03-02 |
Branch Locations
2630 77Th Ave Se Ste 110, Mercer Island, WA 98040 • United States
Medina, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Minneapolis | MN | 09/2005 | Present |
Outside Employment; Heritage Wealth Advisors, LLC; Controller; Manage advisory business; 2630 77th Ave Ste 110, , Mercer Island, WA, 98040; Investment-Related; 09/20/2023; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-03-05 |
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