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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-02-24 |
Branch Locations
11742 Jefferson Ave., Ste. 120, Newport News, VA 23606-4407 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Langley Federal Credit Union | New Port News | VA | 09/2015 | Present |
| Cetera Investment Services Llc | St. Cloud | MN | 09/2015 | 02/2025 |
| Cetera Investment Advisers Llc | New Port News | VA | 09/2015 | 02/2025 |
| Ameriprise Financial Services, Llc | Newport News | VA | 02/2025 | Present |
Independent Insurance Brokering; Empower; 02/21/2025; Whole Life / TransAmerica; 02/21/2025; Universal Life / New York Life; 06/23/2025; Whole Life. Board of Directors; PROCU; Treasurer; 225 South East St, Suite 156, Indianapolis, IN, 46202; Not Investment-Related; 07/01/2020; 1 to 9 hours per month; 0 during trading hours. Outside Employment; LANGLEY FEDERAL CREDIT UNION; FINANCIAL ADVISOR; Manage advisory business; 11742 Jefferson Ave., SUITE 120, Newport News, VA, 23606; Investment-Related; 02/24/2025; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 2013-06-03 |
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