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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-12-14 |
| NC | RA | APPROVED | 2012-12-20 |
Branch Locations
3105 Nash St Nw Ste A, Wilson, NC 27896 • United States
155 N Market St Ste 219, Washington, NC 27889 • United States
Wilson, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Wilson | NC | 11/2012 | 03/2020 |
| Ameriprise Financial Services, Llc | Wilson | NC | 03/2020 | Present |
Real Estate Ownership; Single Family; 1151 Roses Ln, , Kinston, NC, 28504; Not Investment-Related; 12/22/2020 / Single Family; 3105 Nash St NW, , Wilson, NC, 27896; Not Investment-Related; 12/22/2020. Business Ownership; MTW Ventures; President; Consulting; 3301-A Nash St NW, , Wilson, NC, 27896; Investment-Related; 10/01/2016; 40 to 59 hours per month; 40 to 59 during trading hours / MLW2; Operations; Consulting; 3301-A Nash St NW, , Wilson, NC, 27896; Investment-Related; 11/03/2021; 0 hours per month; 0 during trading hours / COS, LLC; Owner; Real Estate; 4415 Davis Farms Dr N, , Wilson, NC, 27896; Not Investment-Related; 07/01/2024; 0 hours per month; 0 during trading hours / MW4Wilson; Owner; Political account for personal political campaign banking. The account will be used for fundraising, campaigning. I will be solicited donations to pay and reimburse campaign expenses. My personal name will be used for the campaign as I'm a sitting County Commissioner. A checking account was set up after disclosure were submitted as required. Under Board of Election rules, under $1,000 of spending/fundraising--no filing is required. If $1000 or more is spent or raised, a filing must occur and a best practice is setting up a checking account with a new EIN separate of personal. I haven't spent or raised $1,000 but set it up to be compliant if this occurs.; 3105 Nash st , , Wilson, NC, 27896; Not Investment-Related; 04/04/2026; 1 to 9 hours per month; 0 during trading hours. Board of Directors; KRMW Airport; Member; NC HW 97, , Wilson, NC, 27893; Not Investment-Related; 06/20/2023; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Wilson County; County Commissioner - Overseeing as a committee member the County budget and subcommittees; ; 2201 Miller Rd S, , Wilson, NC, 27893; Not Investment-Related; 04/11/2023; 1 to 9 hours per month; 1 to 9 during trading hours / MTW Ventures; President - YesOperations for Financial planning business; ; 3301-A Nash St NW, , Wilson, NC, 27896; Investment-Related; 10/01/2016; 40 to 59 hours per month; 40 to 59 during trading hours / DSS; Employee; Respite Foster Care. A small stipend is paid for supplies; 4415 DAVIS FARM, , Wilson, NC, 27896; Not Investment-Related; 05/15/2025; 1 to 9 hours per month; 0 during trading hours. Other Business Activities; Library Board of Trustee; Monthly meeting to discuss operation of the County Library as a liaison to the County Commissioner Board; WCPL Nash ST, , Wilson, NC, 27893; Not Investment-Related; 09/01/2023; 1 to 9 hours per month; 1 to 9 during trading hours / Diversified Opportunities; Represent the County Commissioners to Diversified Opportunity which is a skill and employment engagement organization of handicapped individuals.; DO NC HW 42 , , Wilson, NC, 27893; Not Investment-Related; 09/01/2023; 1 to 9 hours per month; 0 during trading hours / Wilson Co Property Board; Represent the County Commissioners to the Wilson Co Property Board which helps the ongoing economic development of Wilson Co; Miller Rd, , Wilson, NC, 27893; Not Investment-Related; 09/01/2023; 1 to 9 hours per month; 0 during trading hours / NC Commercial Fishing License; In efforts of achieve a NC Commercial Fishing License, I have been appointed a temporary license over the next 3 years until earning a full license; 4415 DAVIS FARM, , Wilson, NC, 27896; Not Investment-Related; 07/05/2024; 0 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-19 |
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