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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-28 |
| WA | RA | APPROVED | 2021-03-23 |
Branch Locations
309 E Farwell Rd Ste 300, Spokane, WA 99218 • United States
Spokane, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird & Co. Incorporated | Spokane | WA | 11/2014 | 03/2021 |
| Ameriprise Financial Services, Llc | Spokane | WA | 03/2021 | Present |
Business Ownership; Treehouse Management Services LLC; I will be a minority owner with an 8%-unit ownership; Manage Ameriprise Business; 309 E Farwell Rd Ste 300, , Spokane, WA, 99218; Investment-Related; 06/24/2026; 60 hours per month; 60 during trading hours. Outside Employment; Treehouse Management Services LLC; Associate Financial Advisor (AFA) - Employee and Minority Owner; Manage advisory business; 309 E Farwell Road Ste 300, , Spokane, WA, 99218; Not Investment-Related; 03/10/2021; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-06 |
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