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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-08-11 |
| ND | RA | APPROVED | 2019-09-17 |
Branch Locations
125 Buckskin Ave Ste 200, Bismarck, ND 58503 • United States
Bismarck, ND • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Bismarck | ND | 08/2016 | 09/2016 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 11/2016 | 09/2019 |
| Ameriprise Financial Services Inc | Bismarck | ND | 09/2019 | 03/2020 |
| Ameriprise Financial Services, Llc | Bismarck | ND | 03/2020 | Present |
Board of Directors; BHB LLC Board; Board Member; 601 Memorial Highway, , Bismarck, ND, 58504; Not Investment-Related; 07/31/2025; 1 to 9 hours per month; 0 during trading hours / BHB Board of Directors; President Elect; PO Box 2408, , Bismarck, ND, 58502; Not Investment-Related; 07/01/2026; 1 to 9 hours per month; 0 during trading hours. Outside Employment; LFP Consulting LLC; advisor - advisor; entity for payroll and benefits.; 125 Buckskin Ave, Suite 200, , Bismarck, ND, 58503; Investment-Related; 09/13/2019; 60 hours per month; 60 during trading hours / Bismarck Hockey Boosters; Coach youth during hockey practice. Run the kids through specific drills and help design practice plan.; I will be a youth coach for kids aging 5-8.; P.) Box 2408, , Bismarck, ND, 58502; Not Investment-Related; 11/13/2023; 10 to 19 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-04 |
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