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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-18 |
| MN | RA | APPROVED | 2019-05-10 |
Branch Locations
319 E Carrillo St Ste 107, Santa Barbara, CA 93101 • United States
29899 Agoura Rd Ste 112, Agoura Hills, CA 91301 • United States
Mendota Heights, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Riversource Distributors Inc | Minneapolis | MN | 11/2013 | 03/2018 |
| Ameriprise Financial Services Inc. | Minneapolis | MN | 04/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | Minneapolis | MN | 03/2020 | Present |
Outside Employment; CrimsonCardinal LLC; Financial Advisor-providing advice to clients; Manage advisory business; 29899 Agoura Rd. , Suite 112, Agoura Hills, CA, 91301; Investment-Related; 03/02/2026; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 2013-05-08 |
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