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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2021-06-15 |
| WA | RA | APPROVED | 2021-06-15 |
| MN | RA | APPROVED | 2019-02-22 |
Branch Locations
308 Gates St, Mt Vernon, WA 98273 • United States
Broomfield, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial | St. Louis Park | MN | 12/2015 | 05/2018 |
| Sagepoint Financial, Inc. | St Louis Park | MN | 01/2016 | 05/2018 |
| Ameriprise Financial Services, Llc | Mercer Island | WA | 05/2018 | Present |
Outside Employment; Heritage Wealth Advisors LLC; Employee; Manage advisory business; 2630 77th Ave SE, Suite 110, Mercer Island, WA, 98040; Investment-Related; 04/10/2026; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-16 |
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