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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-02-15 |
Branch Locations
6550 York Ave S Ste 100, Edina, MN 55435-2332 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Inc. | The Woodlands | TX | 08/2002 | 09/2018 |
| Ameriprise Financial Services, Inc | Houston | TX | 04/2019 | 12/2020 |
| Unemployed | Houston | TX | 09/2018 | 03/2019 |
| Ameriprise Financial Services, Llc | Houston | TX | 03/2021 | Present |
Outside Employment; Dovetail Group LLC; Registered Team Member - Staff; Manage advisory business; 6550 York Ave S, Suite 100, Edina, MN, 55435; Investment-Related; 06/01/2026; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-11-15 |
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