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550 South Tryon Street 40Th Floor, Charlotte, NC 28202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-12-01 |
Branch Locations
550 S Tryon St 40Th Floor, Charlotte, NC 28202-4200 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc. | Minneapolis | MN | 06/2020 | 09/2022 |
| High School | Sioux Falls | SD | 06/2010 | 05/2016 |
| City Of Sioux Falls | Sioux Falls | SD | 05/2016 | 08/2016 |
| Interstate Office Products | Sioux Falls | SD | 05/2017 | 02/2018 |
| Hdh Advisors | Des Moines | IA | 05/2019 | 08/2019 |
| Potbelly | Ames | IA | 07/2019 | 03/2020 |
| Iowa State University | Ames | IA | 08/2016 | 05/2020 |
| Jeff's Pizza | Ames | IA | 08/2018 | 11/2018 |
| Wells Fargo Investment Institute, Inc. | Charlotte | NC | 11/2022 | Present |
Door Dash; Date Activity Started/Modified/Ended: 9/10/2020; Type of Activity: Other - Delivery; Role/Relationship: Employee; Responsibilities: Deliver food; Total Hours Per Month: 0 - 20; Total Hours Per Month During Trading Hours: 0 - 20; Does this activity include providing investment advice, conducting securities trading or managing the assets of others? No; --- END ---
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 2020-12-02 |
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