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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-03-11 |
Branch Locations
16220 N Scottsdale Rd Ste 250, Scottsdale, AZ 85254 • United States
Anthem, AZ • 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 | Scottsdale | AZ | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Scottsdale | AZ | 11/2016 | 11/2018 |
| Ameriprise Financial Services Inc | Scottsdale | AZ | 11/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | Scottsdale | AZ | 03/2020 | Present |
Real Estate Ownership; Commercial; 116 E Fillmore St, , Colorado Springs, CO, 80907; Investment-Related; 11/08/2022. Business Ownership; SNRG, LLC; Investor; This is a holding company for a patent. The manufacturing of the product is contracted out to an emergency vehicle manufacturing company.; 19658 N Canary WayQueen Creek, AZ 85142, ,; Not Investment-Related; 03/19/2018; 0 hours per month; 0 during trading hours / SW Bakery; Investor; This partnership serves as the contractor between a bakery in Nevada and Dunkin Donuts franchise owners for daily delivery of donuts to several different store locations.; 450 N McClintock Dr. Ste 102, 2nd FloorChandler, AZ 85226-2562, ,; Not Investment-Related; 06/17/2011; 0 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-09-21 |
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