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701 Xenia Avenue South Suite 100, Golden Valley, MN 55416-1089 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-06-29 |
| AZ | RA | APPROVED | 2024-12-13 |
| OR | RA | APPROVED | 2024-12-13 |
| OH | RA | APPROVED | 2024-12-12 |
| WI | RA | APPROVED | 2024-12-11 |
| CA | RA | APPROVED | 2024-02-14 |
| FL | RA | APPROVED | 2023-12-13 |
| MN | RA | APPROVED | 2022-12-19 |
Branch Locations
701 Xenia Avenue S Ste 100, Golden Valley, MN 55416 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Minneapolis | MN | 11/2010 | 05/2021 |
| Fidelity Investments | Burnsville | MN | 06/2021 | 12/2022 |
| The Oak Ridge Financial Services Group, Inc. | Golden Valley | MN | 12/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 2011-01-20 |
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