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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-11-08 |
| MN | RA | APPROVED | 2020-08-07 |
Branch Locations
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 |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lone Tree | CO | 01/2014 | 04/2018 |
| Personal Capital Advisors Corporation | Denver | CO | 04/2018 | 10/2018 |
| Sg Long & Company | Missoula | MT | 03/2019 | 06/2019 |
| Unemployed | Missoula | MT | 10/2018 | 03/2019 |
| Ameriprise Financial Services, Llc | Willmar | MN | 06/2020 | Present |
| Student | Missoula | MT | 07/2019 | 05/2020 |
Outside Employment; Kyle K. Wallentine Financial Services, LLC.; I am an employee/AFA with this employer.; Manage advisory business; 776 North Creek Drive, , Willmar, MN, 56201; Investment-Related; 06/08/2020; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-08 |
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