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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-06-15 |
Branch Locations
300 S Tyron St, Charlotte, NC 28202 • United States
Charlotte, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Bank | Atlanta | GA | 10/1998 | 01/2022 |
| Lpl Financial Llc | Fort Mill | SC | 01/2022 | 02/2026 |
| American Enterprise Investment Services Inc. | Charlotte | NC | 05/2026 | Present |
| Ameriprise Financial Services, Llc | Charlotte | NC | 05/2026 | Present |
Name of Activity: Residential real estate rental; Date Activity Started/Modified:2014-06-02; Addess of Activity: 5010 Mesa Verde Road, Charlotte NC 28277; Type of Activity:Investment real estate; Describe if any other Activity:; Role/Relationship: Owner/ Proprietor; Describe if any other Roles/Relationship:; Responsibilities: Passive investor- managed by third-party; Total Hours Per Month: 0 to 20; Total Hours Per Month During Trading Hours: 0 to 20; Does this activity include providing investment advice, conducting securities trading or managing the assets of others?:No;-- END ---
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-21 |
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