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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-11-15 |
| TX | RA | APPROVED | 2024-11-15 |
Branch Locations
1715 E Skyline Dr Ste 151, Tucson, AZ 85718 • 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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2020 | 09/2022 |
| Unemployed | Tucson | AZ | 08/2019 | 12/2019 |
| Infinity/ Kemper Insurance | Birmingham | AL | 04/2005 | 07/2019 |
| Meridian Wealth Management, Llc | Tuscon | AZ | 09/2022 | 11/2024 |
| Ameriprise Financial Services, Llc | Tucson | AZ | 11/2024 | Present |
Board of Directors; Southern AZ YMCA; Board of Director; 60 W Alameda, , Tucson, AZ, 85701; Not Investment-Related; 01/01/2024; 1 to 9 hours per month; 1 to 9 during trading hours / Catalina Rotary Club of Tucson; Treasurer - Board of Director; 4855 W Broadway Blvd, , Tucson, AZ, 85711; Not Investment-Related; 07/01/2024; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-11-21 |
| S66 | Uniform Combined State Law Examination | 2020-03-09 |
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