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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2022-06-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Norman | OK | 02/2020 | Present |
| Unemployed | Norman | OK | 01/2020 | 01/2020 |
| Freedom Retirement Solutions, Inc | Oklahoma City | OK | 08/2016 | 12/2019 |
Business Ownership; S & S Cool Breeze Cafe; Creative design, product selection, business management; Online Shop; 3213 Creekwood Ct, , Norman, OK, 73072; Not Investment-Related; 01/16/2023; 1 to 9 hours per month; 0 during trading hours. Outside Employment; MEW Practice Management, LLC; Client Service Manager - trading and client service paperwork/forms Financial Planning Analyst - input client data into Naviplan and create plan deliverable documents; Private Wealth Advisory practice of Ameriprise Financial Services; 581 Merchant Dr, , Norman, OK, 73069; Investment-Related; 02/03/2020; 60 hours per month; 60 during trading hours. Other Business Activities; Alpha Gamma Delta Norman Alumnae Club; Alumnae membership in Alpha Gamma Delta offers continued opportunities for leadership, service and long-lasting friendships. Alumnae club hosts educational meetings and philanthropic events, as well as provide the chance of meeting new sisters and staying active in the Fraternity.; 930 Chatauqua Ave, , Norman, OK, 73071; Not Investment-Related; 05/01/2021; 1 to 9 hours per month; 0 during trading hours / Alpha Gamma Delta; Administrative Team Alumna Advisor; 930 Chatauqua Ave, , Norman, OK, 73071; Not Investment-Related; 01/20/2018; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-17 |
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