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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2024-01-26 |
| TX | RA | APPROVED_RES | 2024-01-17 |
| WA | RA | APPROVED | 2024-01-16 |
Branch Locations
1200 Westlake Ave N Ste 603, Seattle, WA 98109 • United States
Puyallup, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shelgren Financial | Tacoma | WA | 04/2012 | 01/2024 |
| Shelgren Financial Group | Tacoma | WA | 07/2012 | 01/2024 |
| Capital Analysts, Llc | Renton | WA | 11/2022 | 01/2024 |
| Lincoln Investment | Tacoma | WA | 04/2012 | 01/2024 |
| Ameriprise Financial Services, Llc | Battle Ground | WA | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-22 |
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