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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2020-01-17 |
| TX | RA | APPROVED | 2020-01-16 |
Branch Locations
929 108Th Ave Ne Ste 1200, Bellevue, WA 98004 • United States
Auburn, WA • United States
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Kirkland | WA | 12/2012 | 01/2020 |
| Bank Of America, N.A. | Kirkland | WA | 02/2013 | 01/2020 |
| Ameriprise Financial Services, Inc. | Bellevue | WA | 01/2020 | 03/2020 |
| Ameriprise Financial Services, Llc | Bellevue | WA | 03/2020 | Present |
Board of Directors; Forest Park Estates HOA; Forest Park Estates HOA Treasurer; 17310 SE 338th St, , Auburn, WA, 98092; Not Investment-Related; 07/01/2025; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-01-31 |
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