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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-12-01 |
| MN | RA | APPROVED | 2013-11-25 |
Branch Locations
8300 Norman Center Dr Ste 550, Bloomington, MN 55437 • United States
Robbinsdale, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ror Tax Professionals, Llc | St. Louis Park | MN | 09/2005 | Present |
| Ameriprise Financial Services, Inc. | St Louis Park | MN | 09/2011 | 03/2020 |
| Ameriprise Financial Services, Llc | Bloomington | MN | 03/2020 | Present |
Real Estate Ownership; Single Family; 2446 Aldrich Ave S, Unit 212Minneapolis, MN 55405, ,; Not Investment-Related; 11/01/2009. Business Ownership; ROR Tax Professionals, LLC; Co-owner; Tax Preparation; 7505 Metro Blvd, Ste 420, , Edina, MN, 55439; Not Investment-Related; 01/01/2008; 10 to 19 hours per month; 1 to 9 during trading hours / TPWA Operations LLC; I do not current have a formal role in the LLC other than as a minor owner and providing input into management issues.; Office management; 8300 Norman Center Drive, Suite 550, , Bloomington, MN, 55437; Not Investment-Related; 01/01/2020; 1 to 9 hours per month; 0 during trading hours. Outside Employment; TPWA Operations LLC; Partner - Occasional input into management issues for the Fathom Advisors team.; ; 8300 Norman Center Dr Ste 550, , Bloomington, MN, 55437; Investment-Related; 01/01/2020; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-04-21 |
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