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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-04-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Redmond | WA | 09/2016 | 08/2018 |
| Charles Schwab Bank | Redmond | WA | 09/2016 | 08/2018 |
| A Place For Mom | Seattle | WA | 04/2015 | 09/2016 |
| Morgan Stanley | Bellevue | WA | 09/2018 | 08/2021 |
| Riversource Distributors, Inc. | Arvada | CO | 07/2022 | 12/2024 |
| Homestreet Bank | Seattle | WA | 08/2021 | 07/2022 |
| Ameriprise Financial Services, Llc | Issaquah | WA | 01/2025 | 10/2025 |
| Ameriprise Financial Services, Llc | Bellevue | WA | 10/2025 | 06/2026 |
| Ameriprise Financial Services, Llc | Seattle | WA | 06/2026 | Present |
Outside Employment; Sebastiano's Natural Wine; general staff; Retail; 3278 California Ave SW, Suite C, Seattle, WA, 98116; Not Investment-Related; 09/21/2025; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2004-01-02 |
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