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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-08-02 |
Branch Locations
2900 Old Dawson Rd, Albany, GA 31721-1516 • United States
3774 Old Us 41 N, Valdosta, GA 31602-6834 • United States
Albany, GA • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Albany | GA | 09/2011 | 07/2022 |
| Renasant Bank (Formerly: Heritage Bank Of The South) | Albany | GA | 09/2011 | 07/2022 |
| Ameriprise Financial Services, Llc | Albany | GA | 07/2022 | Present |
Board of Directors; DCC Board; executive board member; 3800 Old Dawson rd, , Albany, GA, 31721; Not Investment-Related; 02/12/2024; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Colony Bank; Providing financial advice.; Providing financial advice.; 2900 OLD DAWSON RD, , Albany, GA, 31721; Investment-Related; 03/02/2026; 60 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-15 |
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