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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-07-16 |
| NC | RA | APPROVED | 2022-05-31 |
Branch Locations
200 S Academy St Ste 200, Cary, NC 27511-3334 • United States
Fort Mill, SC • 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 |
|---|---|---|---|---|
| Fidelity Investments | Bethesda | MD | 08/2010 | 07/2018 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 12/2021 |
| Ameriprise Financial Services, Llc | Cary | NC | 02/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-08 |
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