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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-08-08 |
Branch Locations
7601 France Ave S Ste 600, Edina, MN 55435-5971 • United States
Saint Paul, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Enterprise Investment Services | Minneapolis | MN | 05/2015 | 03/2022 |
| Equitable Advisors, Llc | New York | NY | 03/2022 | 10/2022 |
| Equitable | Saint Paul | MN | 03/2022 | 10/2022 |
| American Enterprise Investment Services Inc. | Minneapolis | MN | 10/2022 | 08/2024 |
| Ameriprise Financial Services, Llc | Edina | MN | 08/2024 | Present |
Real Estate Ownership; Multi-Family; 832 Howell St N, Unit LOWR, Saint Paul, MN, 55104; Investment-Related; 06/30/2021. Outside Employment; Dovetail Group LLC; Registered Team Member - Staff; Manage advisory business; 6550 York Ave S, Suite 100, Edina, MN, 55435; Investment-Related; 06/01/2026; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-22 |
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