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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-06-11
  • WA RA
    APPROVED
    Since 2025-06-11

Branch Locations

100 2Nd Ave S Ste 140, Edmonds, WA 98020 • United States

Seattle, WA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services Llc Edmonds WA 03/2025 Present
Guy Carpenter Seattle WA 07/2022 03/2025
Armancas Financial - Equitable Advisors Bellevue WA 11/2020 06/2022
Liberty Mutual Seattle WA 01/2019 11/2020
University Of Washington Seattle WA 09/2016 12/2018
Symetra Bellevue WA 06/2022 07/2022
Unemployed Seattle WA 06/2016 09/2016
  • 03/2025 → Present
    Edmonds, WA
  • 07/2022 → 03/2025
    Guy Carpenter
    Seattle, WA
  • 11/2020 → 06/2022
    Armancas Financial - Equitable Advisors
    Bellevue, WA
  • 01/2019 → 11/2020
    Liberty Mutual
    Seattle, WA
  • 09/2016 → 12/2018
    University Of Washington
    Seattle, WA
  • 06/2022 → 07/2022
    Symetra
    Bellevue, WA
  • 06/2016 → 09/2016
    Unemployed
    Seattle, WA
Other Businesses

Outside Employment; PSWS Operations LLC, DBA Puget Sound Wealth Advisors; Associate Financial Advisor servicing advisory clients for the franchise.; Manage advisory business; 100 2nd Ave S, Suite 100, Edmonds, WA, 98020; Investment-Related; 07/08/2026; 60 hours per month; 60 during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-11
  • S66 Uniform Combined State Law Examination
    2025-06-11
Other Names
  • Taylor May

View on SEC IAPD

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