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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-08-15 |
| TX | RA | APPROVED | 2020-08-12 |
Branch Locations
7450 Sw Beveland St Ste 100, Portland, OR 97223-8678 • United States
9665 Sw Allen Blvd Ste 115, Beaverton, OR 97005-4809 • United States
Portland, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Merrillville | IN | 07/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Merrillville | IN | 11/2016 | 04/2019 |
| Valic Financial Advisors, Inc. | Portland | OR | 04/2019 | 07/2020 |
| Ameriprise Financial Services, Llc | Portland, Or | OR | 07/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-02 |
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