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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2005-01-26 |
Branch Locations
5420 Wade Park Blvd Ste 208, Raleigh, NC 27607 • United States
Cary, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Raleigh | NC | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Raleigh | NC | 03/2020 | Present |
Business Ownership; Owning the Dash, LLC; Owner; Published Books: Two adult self-help books called 'Owning the Dash: Applying the Mindset of a Financial Advisor to the Art of Family Financial Planning' and 'Owning the Dash: The No-Regrets Retirement Roadmap'. Six released children's picture books. I also use a Shopify Page where I use Printify to offer branded t-shirts, mugs, blankets and possibly other future merchandise. I have also created a card game for children called The Spending Shuffle as well as a Financial Literacy Kit that includes the children's books, card game and educational lesson plans connected to the books along with video tutorials. Information on the books and brand can be found at www.owningthedash.com.; 4008 Channing Place, , Cary, NC, 27519; Not Investment-Related; 01/01/2019; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-07-17 |
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