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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-27 |
| WA | RA | APPROVED | 2018-01-05 |
Branch Locations
2630 77Th Ave Se Ste 110, Mercer Island, WA 98040 • United States
Bonney Lake, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heritage Wealth Advisors | Mercer Island | WA | 06/2015 | Present |
| Ameriprise Financial Services, Inc. | Minneapolis | MN | 10/2015 | 03/2020 |
| Ameriprise Financial Services, Llc | Mercer Island | WA | 03/2020 | Present |
Outside Employment; Scannell LLC; Investment Specialist - Investment Specialist; Manage advisory business; 2630 77th Ave SE Suite 110, , Mercer Island, WA, 98040; Investment-Related; 06/01/2015; 40 to 59 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-26 |
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