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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2019-05-23 |
Branch Locations
2180 Satellite Blvd Ste 100, Duluth, GA 30097 • United States
Norcross, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Preferred Choice Cpa'S | Norcross | GA | 08/2012 | Present |
| Shin Services | Norcross | GA | 01/2013 | Present |
| Metlife Securities Inc | Atlanta | GA | 03/2016 | 12/2017 |
| Mml Investors Services, Llc | Duluth | GA | 03/2017 | 12/2017 |
| Ameriprise Financial Services Inc | Duluth | GA | 05/2019 | 03/2020 |
| Ameriprise Financial Services, Llc | Duluth | GA | 03/2020 | Present |
Real Estate Ownership; Commercial; 2518 Duluth HWY, , Duluth, GA, 30097; Not Investment-Related; 09/01/2019. Business Ownership; Preferred Choice CPA LLC; Operate CPA office; Tax Preparation; 2518 Duluth HWY, , Duluth, GA, 30097; Not Investment-Related; 08/01/2012; 60 hours per month; 60 during trading hours. Outside Employment; Sweetwater Pediatrics LLC; CFO - CFO; ; 2518 Duluth HWY, , Duluth, GA, 30097; Not Investment-Related; 09/01/2012; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 2012-07-30 |
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