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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-02-05 |
| TX | RA | APPROVED | 2025-09-22 |
Branch Locations
Scottsdale, AZ • United States
14274 N Northsight Blvd Ste 100, Scottsdale, AZ 85260-3956 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 01/2010 | 06/2020 |
| Unemployed | Scottsdale | AZ | 07/2020 | 09/2020 |
| Quicken Loans | Phoenix | AZ | 10/2020 | 03/2021 |
| Hartford | Phoenix | AZ | 04/2021 | 06/2021 |
| Unemployed | Scottsdale | AZ | 07/2021 | 02/2022 |
| Fidelity Investments | Scottsdale | AZ | 03/2022 | 07/2023 |
| Financial Engines Advisors L.L.C. | Santa Clara | CA | 08/2023 | 10/2023 |
| Ameriprise Financial Services, Llc | Scottsdale | AZ | 09/2025 | Present |
| Unemployed | Phoenix | AZ | 11/2023 | 09/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 2007-11-26 |
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