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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-10 |
| VA | RA | APPROVED | 2022-05-02 |
Branch Locations
Midlothian, VA • United States
1 Park West Cir Ste 208, Midlothian, VA 23114 • 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 |
|---|---|---|---|---|
| Securities America Inc | Williamsburg | VA | 12/2014 | 04/2017 |
| Securities America Advisors | Williamsburg | VA | 12/2014 | 04/2017 |
| Wealthcare Capital Management, Llc | West Chester | PA | 07/2017 | 03/2019 |
| Thompson Davis & Co., Inc. | Richmond | VA | 03/2019 | 04/2022 |
| Lpl Financial Llc | Richmond | VA | 04/2018 | 04/2019 |
| Ameriprise Financial Services Llc | Midlothian | VA | 04/2022 | Present |
Business Ownership; BRDG Generations LLC; Owner; Manage Ameriprise Business; 5909 Watch Harbour Road, , Midlothian, VA, 23112; Investment-Related; 11/01/2023; 20 to 39 hours per month; 10 to 19 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-23 |
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