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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-05-16 |
Branch Locations
3475 Lenox Rd Ne Ste 600, Atlanta, GA 30326-3219 • United States
Alpharetta, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Atlanta | GA | 10/2015 | 03/2023 |
| Kestra Investment Services, Llc | Atlanta | GA | 03/2023 | 04/2024 |
| Kestra Advisory Services, Llc | Atlanta | GA | 03/2023 | 04/2024 |
| Ameriprise Financial Services, Llc | Atlanta | GA | 05/2024 | Present |
Outside Employment; Thu Clear, Inc.; Registered Paraplanner; Manage advisory business; 622 Loridans Dr NE, , Atlanta, GA, 30342; Investment-Related; 02/08/2024; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-18 |
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