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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2011-04-27 |
| NC | RA | APPROVED | 2005-01-25 |
Branch Locations
2150 Country Club Rd Ste 300, Winston Salem, NC 27104 • United States
Winston-Salem, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Home Depot | Charlotte | NC | 08/2004 | Present |
| A&M Irrigation, Llc | Pfafftown | NC | 02/2001 | Present |
| Ameriprise Financial Services, Inc. | High Point | NC | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Winston Salem | NC | 03/2020 | Present |
Board of Directors; Building Youth Leadership, Inc; Treasurer; 4100 Meeting House Dr, , Greensboro, NC, 27410; Not Investment-Related; 05/13/2022; 1 to 9 hours per month; 0 during trading hours / The High Point Police Foundation; Treasurer; 1912 Eastchester Drive, Suite 400, High Point, NC, 27265; Not Investment-Related; 06/01/2023; 1 to 9 hours per month; 0 during trading hours / Civil Service Board of Winston-Salem; Civil Service Commissioner; 101 N. Main St, , Winston-Salem, NC, 27101; Not Investment-Related; 05/01/2025; 1 to 9 hours per month; 0 during trading hours / Tar Branch Towers Homeowners Association; Ad-Hoc Board Member; 411 South Marshall St, , Winston-Salem, NC, 27101; Not Investment-Related; 04/01/2026; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-01-24 |
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