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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-23 |
| MI | RA | APPROVED | 2023-10-06 |
Branch Locations
3232 Fashion Square Blvd, Saginaw, MI 48603 • United States
Saginaw, MI • 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 | Saginaw | MI | 02/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Saginaw | MI | 11/2016 | 10/2023 |
| Ameriprise Financial Services, Llc | Saginaw | MI | 10/2023 | Present |
Real Estate Ownership; Multi-Family; 3303 Silverwood Dr., , Saginaw, MI, 48603; Not Investment-Related; 06/02/2014. Business Ownership; LSQUARED LLC; Owner; Manage Ameriprise Business; 3232 Fashion Square Blvd., , Saginaw, MI, 48603; Investment-Related; 11/03/2023; 0 hours per month; 0 during trading hours. Other Business Activities; Arbitrator; Dispute resolution. If selected from the "roster", I am charged (along with the rest of the panel) with determining a just outcome for all parties involved in the arbitration case. All cases are vetted by FINRA to ensure no conflict of interest is created. Selection for the roster is based on unanimous agreement between all parties involved in the dispute. Selection is infrequent.; 1700 K Street, NMW, , Washington, DC, 20006; Investment-Related; 07/01/2021; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-31 |
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