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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-07-08 |
| TX | RA | APPROVED_RES | 2023-09-08 |
| MD | RA | APPROVED | 2020-11-06 |
Branch Locations
7500 Old Georgetown Rd Ste1200, Bethesda, MD 20814-6133 • United States
Chevy Chase, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 07/2014 | 11/2020 |
| Bank Of America, N.A. | Washington | DC | 09/2014 | 11/2020 |
| Ameriprise Financial Services, Llc | Bethesda | MD | 11/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 2004-08-07 |
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