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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2019-07-30 |
Branch Locations
2275 116Th Ave Ne Ste 200, Bellevue, WA 98004 • United States
Bellevue, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 05/2017 | 04/2018 |
| Merrill Lynch | Everett | WA | 05/2016 | 09/2016 |
| University Of Redlands | Redlands | CA | 08/2013 | 04/2017 |
| Northwest Asset Management | Mercer Idland | WA | 09/2018 | 10/2018 |
| Unemployed | Edmonds | WA | 04/2018 | 09/2018 |
| Ameriprise Financial Services, Inc | Bellevue | WA | 07/2019 | 03/2020 |
| Unemployed | Seattle | WA | 11/2018 | 01/2019 |
| Onemain Financial | Renton | WA | 02/2019 | 06/2019 |
| Ameriprise Financial Services, Llc | Bellevue | WA | 03/2020 | Present |
Outside Employment; Heritage Wealth Advisors LLC; Employee; Manage advisory business; 2630 77th Ave Se, Suite 110, Mercer Island, WA, 98040; Investment-Related; 10/01/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-17 |
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