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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-02-22 |
| NC | RA | APPROVED | 2020-08-21 |
Branch Locations
1415 W Nc Hwy 54 Ste 115, Durham, NC 27707-5597 • United States
Durham, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Chapel Hill | NC | 04/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Chapel Hill | NC | 11/2016 | 08/2020 |
| Ameriprise Financial Services, Llc | Durham | NC | 08/2020 | Present |
Business Ownership; Triangle Advisory Group LLC; Manage general business activities, such as paying for business expenses, and maintaining business filings current.; The business entity is established for the purpose of managing our practice business expenses.; 1415 W NC Hwy 54 Ste 115, , Durham, NC, 27707; Not Investment-Related; 01/14/2022; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 2008-02-08 |
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