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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-01-02 |
| SC | RA | APPROVED | 2017-01-20 |
Branch Locations
40 Calhoun St Ste 550, Charleston, SC 29401 • United States
Johns Island, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Charleston | SC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Charleston | SC | 11/2016 | 01/2017 |
| Ameriprise Financial Services, Inc. | Charleston | SC | 01/2017 | 03/2020 |
| Ameriprise Financial Services, Llc | Charleston | SC | 03/2020 | Present |
Real Estate Ownership; Single Family; 1238 River Rock RoadHanahan, SC 29410, ,; Investment-Related; 09/01/2004 / Single Family; 260 Alarka Pt, , Bryson City, NC, 28713; Investment-Related; 06/01/2026. Business Ownership; Leisure Lane Stables, LLC; ; Real estate: LLC to hold horse stables and pastures; 2987 Edenvale RoadJohns Island, SC 29455, ,; Not Investment-Related; 11/30/2010; 0 hours per month; 0 during trading hours / ISL Rentals, LLC; Landlord; Real estate rental; 30 Homestead Rd Whittier, NC &1238 River Rock Rd.Hanahan, SC, ,; Investment-Related; 02/01/2019; 0 hours per month; 0 during trading hours / Fontana Cabana, LLC; Co-owner; Real Estate; 260 Alarka Point, , Bryson City, NC, 28713; Not Investment-Related; 06/01/2026; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-06-19 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-27 |
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