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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-08-12 |
| TX | RA | APPROVED | 2026-08-12 |
Branch Locations
Maple Grove, MN • United States
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Las Vegas | NV | 04/2012 | 03/2020 |
| Ameriprise Financial Services, Llc | Minneapolis | MN | 03/2020 | 05/2024 |
| Fidelity Investments | Minnetonka | MN | 05/2024 | 08/2026 |
| Fidelity Investments | Boston | MA | 03/2025 | 08/2026 |
| Fisher Investments | Plano | TX | 08/2026 | Present |
OBA-109405|OrgNmn:Tailoring|Org Addr:Maple Grov,Minnesota,US|OBA Nature:Tailoring and Sewing clothing |Invst Rel:N|Title:Seamstress|Duties:Tailoring and Sewing clothing and costumes|StrtDt:11-16-21|TotHrs/mon:10|TrdHrs/mon:0|OBA-109402|OrgNmn:The Lakes Neighborhood BOD|Org Addr:Maple Grove,Minnesota,US|OBA Nature:Neighboorhood HOA|Invst Rel:N|Title:President|Duties:Organize communication in community and updates on projects|StrtDt:10-01-23|TotHrs/mon:1|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-24 |
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