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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-04-29 |
| GA | RA | APPROVED | 2021-02-15 |
Branch Locations
2180 Satellite Blvd Ste 100, Duluth, GA 30097 • United States
Dacula, GA • United States
1200 Abernathy Rd Ste 1750, Atlanta, GA 30328-5662 • United States
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 |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Atlanta | GA | 04/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Atlanta | GA | 11/2016 | 02/2021 |
| Ameriprise Financial Services, Llc | Duluth | GA | 02/2021 | Present |
Business Ownership; Overlook PSJ 12 LLC; Co-owner; Real Estate; 2224 W Hwy 98 Unit 12, , Port Saint Joe, FL, 34256; Not Investment-Related; 12/02/2023; 0 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 2007-05-30 |
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