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701 Xenia Avenue South Suite 100, Golden Valley, MN 55416-1089 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-06-29 |
| OR | RA | APPROVED | 2026-06-12 |
| SC | RA | APPROVED | 2026-06-08 |
| GA | RA | APPROVED | 2025-10-28 |
| NY | RA | APPROVED | 2025-09-19 |
| CA | RA | APPROVED | 2025-09-10 |
| OH | RA | APPROVED | 2024-08-13 |
| SD | RA | APPROVED | 2024-08-13 |
| WA | RA | APPROVED | 2024-01-03 |
| AZ | RA | APPROVED | 2023-10-23 |
| FL | RA | APPROVED | 2023-10-16 |
| CT | RA | APPROVED | 2023-10-13 |
| MO | RA | APPROVED | 2023-10-13 |
| WI | RA | APPROVED | 2023-10-13 |
| IA | RA | APPROVED | 2023-04-18 |
| MN | RA | APPROVED | 2019-07-10 |
Branch Locations
701 Xenia Avenue South Suite 100, Golden Valley, MN 55416-1089 • United States
701 Xenia Avenue S Ste 100, Golden Valley, MN 55416 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Minneapolis | MN | 07/2015 | 02/2019 |
| U.S. Bancorp Investments, Inc. | St. Paul | MN | 02/2019 | 05/2019 |
| The Oak Ridge Financial Services Group, Inc. | Golden Valley | MN | 06/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-06 |
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