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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2020-12-07 |
Branch Locations
8 S Poinsett Hwy, Travelers Rest, SC 29690-1822 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Montgomery & Company, Cpas | Greenville | SC | 01/1994 | 11/2020 |
| Cdag | Greenville | SC | 08/2011 | 08/2018 |
| Raymond James & Associates | Greenville | SC | 12/2018 | 09/2020 |
| Ameriprise Financial Services, Llc | Travelers Rest | SC | 12/2020 | Present |
Real Estate Ownership; Commercial; 101 Roper Creek Drive, , Greenville, SC, 29615; Not Investment-Related; 11/01/2018. Business Ownership; Montgomery & Company, CPAs, PA; Review tax returns and staff; Tax Preparation; 101 Roper Creek Drive, , Greenville, SC, 29615; Not Investment-Related; 01/01/2017; 60 hours per month; 60 during trading hours. Board of Directors; Roper Professional POA; Treasurer; 101 Roper Creek Drive, , Greenville, SC, 29615; Not Investment-Related; 01/01/2020; 1 to 9 hours per month; 1 to 9 during trading hours. Fiduciary Activities; Trustee. Outside Employment; Montgomery & Company, CPAs, PA; Managing Partner - Review tax returns and manage staff; ; 101 Roper Creek Drive, , Greenville, SC, 29615; Not Investment-Related; 01/01/2017; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-08-25 |
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