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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-05-18 |
| NC | RA | APPROVED | 2023-05-17 |
Branch Locations
2070 Butler Pike, Plymouth Meeting, PA 19462 • United States
Concord, NC • United States
2 disclosure categories 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 | Charleston | SC | 05/2003 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Charleston | SC | 11/2016 | 05/2018 |
| Wells Fargo Advisors Financial Network, Llc | Charleston | SC | 05/2018 | 03/2019 |
| Wells Fargo Clearing Services | Charlotte | NC | 05/2019 | 03/2022 |
| Unemployed | Huntersville | NC | 04/2019 | 05/2019 |
| Ameriprise Financial Services, Llc | Plymouth Meeting | PA | 03/2023 | Present |
| Unemployed | Charlotte | NC | 03/2022 | 02/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-11-17 |
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