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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2025-09-08 |
| IL | RA | APPROVED | 2025-08-19 |
| TX | RA | APPROVED_RES | 2021-06-24 |
| MD | RA | APPROVED | 2020-12-11 |
Branch Locations
300 Red Brook Blvd Ste 320, Owings Mills, MD 21117 • United States
Baltimore, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bokf, Na | Tulsa | OK | 01/2015 | 12/2016 |
| Cavanal Hill Investment Management, Inc. | Tulsa | OK | 01/2015 | 12/2016 |
| Cavanal Hill Distributors, Inc. | Tulsa | OK | 01/2015 | 12/2016 |
| Bok Financial Securities, Inc. | Baltimore | MD | 01/2015 | 12/2016 |
| T. Rowe Price | Baltimore | MD | 12/2016 | 09/2018 |
| Raymond James & Associates, Inc. | Baltimore | MD | 09/2018 | 12/2020 |
| Ameriprise Financial Services, Llc | Owings Mills | MD | 12/2020 | Present |
Business Ownership; JB Mondell LLC; Owner; Manage Ameriprise Business; 6858 Copperbend Lane, Baltimore, MD, USA, , Baltimore, MD, 21209; Not Investment-Related; 01/19/2021; 0 hours per month; 0 during trading hours. Board of Directors; The Education Foundation of Baltimore County Public Schools; VP of Advancement; 105 Chesapeake Ave Suite B1, , Towson, MD, 21204; Not Investment-Related; 08/31/2022; 1 to 9 hours per month; 0 during trading hours / League of Dreams; Board Member; 1901 Clifden Road, , BALTIMORE, MD, 21228; Not Investment-Related; 07/01/2025; 1 to 9 hours per month; 1 to 9 during trading hours / Katz Music Center; Board Member; MMAE, 7000 Rockland Hills Dr, Baltimore, MD, 21209; Not Investment-Related; 07/01/2025; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-01-10 |
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