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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-30 |
| AZ | RA | APPROVED | 2024-01-17 |
Branch Locations
7992 W Thunderbird Rd Ste 110, Peoria, AZ 85381 • United States
Peoria, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Schwab Private Client Investment Advisory, Inc | Phoenix | AZ | 11/2019 | 10/2021 |
| Schwab Private Client Investment Advisory, Inc. | Phoenix | AZ | 03/2016 | 11/2019 |
| Tandem Wealth Advisors | Phoenix | AZ | 11/2021 | 06/2023 |
| Thompson Wealth Management | Scottsdale | AZ | 07/2023 | 12/2023 |
| Harbour Investments, Inc | Madison | WI | 07/2023 | 12/2023 |
| Ameriprise Financial Services, Llc | Peoria | AZ | 01/2024 | Present |
Real Estate Ownership; I am purchasing a condo with the intention to register it into an LLC and rent it out. I have already created the LLC and will be closing on the property on 7/3.; 11640 N 51st Ave, Unit 236, Glendale, AZ, 85304; Investment-Related; 07/03/2024. Business Ownership; Gerboth Ventures LLC; Owner; Real Estate; 7864 w alex ave, , peoria, AZ, 85382; Investment-Related; 04/30/2024; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-30 |
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