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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-18 |
| MT | RA | APPROVED | 2026-01-07 |
| WY | RA | APPROVED | 2026-01-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Parker | CO | 01/2017 | 09/2018 |
| Unemployed | Laramie | WY | 02/2016 | 12/2016 |
| First Interstate Bank | Casper | WY | 07/2020 | 04/2021 |
| Lpl Financial Llc | Casper | WY | 07/2020 | 04/2021 |
| Charles Schwab & Co. , Inc. | Westlake | TX | 09/2018 | 06/2020 |
| J.P. Morgan Securities Llc | Cheyenne | WY | 04/2021 | 11/2021 |
| J.P. Morgan Chase Bank, N.A. | Cheyenne | WY | 04/2021 | 11/2021 |
| Charles Schwab & Co., Inc. | Cheyenne | WY | 12/2021 | 06/2022 |
| Sagepoint Financial, Inc. | Phoenix | AZ | 09/2022 | 12/2022 |
| Raymond James Financial Services, Inc. | Cheyenne | WY | 02/2023 | 02/2025 |
| Raymond James Financial Services Advisors, Inc. | Cheyenne | WY | 02/2023 | 02/2025 |
| Platte Valley Bank | Cheyenne | WY | 12/2022 | 02/2025 |
| Platte Valley Investment Center | Cheyenne | WY | 12/2022 | 02/2025 |
| Ameriprise Financial Services, Llc | Bozeman | MT | 12/2025 | Present |
| University Of Kansas School Of Business | Cheyenne | WY | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 2017-06-23 |
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