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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-12-12 |
| WA | RA | APPROVED | 2019-12-12 |
Branch Locations
929 108Th Ave Ne Ste 1200, Bellevue, WA 98004 • United States
Snoqualmie, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bellevue | WA | 08/2014 | 12/2019 |
| Bank Of America N.A. | Bellevue | WA | 11/2014 | 12/2019 |
| Ameriprise Financial Services Inc | Bellevue | WA | 12/2019 | 03/2020 |
| Ameriprise Financial Services, Llc | Bellevue | WA | 03/2020 | Present |
Board of Directors; Snoqualmie Valley Little League; Farm League Director; PO Box 351, , North Bend, WA, 98045; Not Investment-Related; 11/01/2025; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Issaquah School District; Varsity Pitching Coach - Coaching baseball; ; 1122 228th AVE SE, , Sammamish, WA, 98075; Not Investment-Related; 02/01/2018; 20 to 39 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 2012-03-22 |
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