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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-05-13 |
| NE | RA | APPROVED | 2022-05-11 |
Branch Locations
13710 Fnb Pkwy Ste 100, Omaha, NE 68154-5298 • United States
Omaha, NE • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Omaha | NE | 11/2016 | 05/2022 |
| Ameriprise Financial Services, Llc | Omaha | NE | 05/2022 | Present |
| Wells Fargo Advisors Llc | Omaha | NE | 08/2016 | 11/2016 |
Other Business Activities; Treasurer for Girl Scouts Troup 41708; Collect dues, pay for activities, supplies, and trip costs for my daughter's Girl Scouts Troop. This is troop #41708 in Omaha, NE. This will all be completed with a bank account only and no investment accounts will be used.; 8601 West Dodge Road , Ste 102, Omaha, NE, 68114; Not Investment-Related; 02/26/2025; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 2006-12-06 |
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