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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2017-10-08 |
| TX | RA | APPROVED_RES | 2017-09-08 |
Branch Locations
40 Calhoun St Ste 550, Charleston, SC 29401 • United States
Mount Pleasant, SC • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Charleston | SC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Charleston | SC | 07/2003 | 09/2017 |
| Ameriprise Financial Services Inc | Charleston | SC | 09/2017 | 03/2020 |
| Ameriprise Financial Services, Llc | Charleston | SC | 03/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-15 |
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