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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-02-28 |
Branch Locations
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 | 02/2015 | 02/2025 |
| Ameriprise Financial Services, Llc | Myrtle Beach | SC | 02/2025 | Present |
Business Ownership; McLean SRA, LLC; Co-owner; Manage Ameriprise Business; 1584 Brookgreen Drive, , Myrtle Beach, SC, 29577; Investment-Related; 02/13/2025; 1 to 9 hours per month; 0 during trading hours / McLean Shooting Star LLC; Co-owner; Real Estate; 1584 brookgreen Drive, , Myrtle Beach, SC, 29577; Not Investment-Related; 07/01/2025; 0 hours per month; 0 during trading hours. Outside Employment; McLean SRA LLC (1); Co-owner; Manage advisory business; 1584 brookgreen Drive, , Myrtle Beach, SC, 29577; Investment-Related; 02/13/2025; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-11 |
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