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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-29 |
| MD | RA | APPROVED | 2023-11-27 |
Branch Locations
6011 University Blvd Ste 300, Ellicott City, MD 21043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Ellicott City | MD | 06/2022 | Present |
| Caves Valley Golf Club | Owings Mills | MD | 05/2021 | Present |
| Cattail Creek Country Club | Glen Wood | MD | 05/2017 | 04/2020 |
| Ameriprise Financial Services, Llc | Ellicott City | MD | 06/2020 | 05/2022 |
| The Boys Latin School Of Maryland | Baltimore | MD | 01/2012 | 06/2018 |
Outside Employment; MNC Management Group; Provide services within scope of my role and registration as directed by the Ameriprise Franchise Advisor, William A Morgan III.; Manage advisory business; 6011 University Blvd, Suite 300, Ellicott City, MD, 21043; Investment-Related; 07/01/2024; 60 hours per month; 60 during trading hours. Other Business Activities; BNI; BNI stands for Business Networking International. It is a networking group that meets every Wednesday. Nobody is compensated from BNI but rather pass referrals to chapter membership to help each other grow as business owners. I am becoming the President Nov. 1.; 8541 Veterans Hwy, , Millersville, MD, 21108; Not Investment-Related; 11/01/2025; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-27 |
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