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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-01-20 |
| MD | RA | APPROVED | 2019-08-30 |
| TX | RA | APPROVED | 2019-08-30 |
Branch Locations
200 Westgate Cir Ste 400, Annapolis, MD 21401 • United States
8045 Leesburg Pike Ste 500, Vienna, VA 22182 • United States
Annapolis, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Annapolis | MD | 07/2015 | 08/2019 |
| Bank Of America, N.A. | Annapolis | MD | 08/2015 | 08/2019 |
| Ameriprise Financial Services, Inc | Annapolis | MD | 08/2019 | 03/2020 |
| Ameriprise Financial Services, Llc | Annapolis | MD | 03/2020 | Present |
Real Estate Ownership; Single Family; 506 S Clinton St., , Baltimore, MD, 21224; Investment-Related; 02/20/2020 / Single Family; 3709 Hudson Street, , Baltimore, MD, 21224; Not Investment-Related; 11/01/2023 / Single Family; 1924 Penhall Rd., , Baltimore, MD, 21222; Investment-Related; 02/20/2020. Business Ownership; Lockness Partners LLC; I will help decide whether we should pursue purchasing the property or not.; Rental Properties; 506 S. Clinton St., , Baltimore, MD, 21224; Investment-Related; 05/20/2020; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; Hope Connections; Board Member; 10100 Laureate Way, , Bethesda, MD, 20814; Not Investment-Related; 12/01/2024; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 2013-06-19 |
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