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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-10-15 |
| NC | RA | APPROVED | 2024-10-11 |
| TX | RA | APPROVED | 2024-10-11 |
Branch Locations
501 N Salem St Ste 101, Apex, NC 27502-2315 • United States
Cary, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2015 | 10/2024 |
| Ameriprise Financial Services Llc | Glen Allen | VA | 10/2024 | Present |
Real Estate Ownership; Commercial; 501 N Salem Street, Suite 101, 102, Apex, NC, 27502; Not Investment-Related; 05/09/2025. Business Ownership; WG Solutions, LLC; Owner; WG Solutions is my LLC for income from Ameriprise as a financial Advisor; 421 Sir Walker Lane , , Cary , NC, 27519; Not Investment-Related; 11/01/2024; 1 to 9 hours per month; 1 to 9 during trading hours / G&G Resources, LLC; Co-owner; Real Estate; 421, , Cary , NC, 27519; Not Investment-Related; 04/01/2025; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; Wonderfully ME; Secretary; 1212 Main Street , , Raleigh , NC, 27602; Not Investment-Related; 01/01/2025; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-16 |
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