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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-01 |
| MN | RA | APPROVED | 2024-01-29 |
Branch Locations
901 3Rd Ave S, Minneapolis, MN 55402-3367 • United States
Ft Myers, FL • United States
Farmington, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Riversource Distributors Inc | Minneapolis | MN | 01/2014 | 12/2023 |
| Ameriprise Financial Services, Llc | Minneapolis | MN | 12/2023 | Present |
Outside Employment; Summit Management; Support financial advisors with meeting prep, client contact, scheduling, trades, and other back-office tasks as needed.; Manage advisory business; 1530 Greenview Drive, Suite 205, Rochester, MN, 55902; Investment-Related; 09/01/2024; 60 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-25 |
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