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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-02-03 |
Branch Locations
126 Wells Ave S, Renton, WA 98057 • United States
Redmond, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 08/2020 | 03/2022 |
| Nordstroms Rack | Tukwila | WA | 10/2019 | 07/2021 |
| Unemployed | Olympia | WA | 04/2019 | 10/2019 |
| Uline | Auburn | WA | 02/2018 | 04/2019 |
| Sam's Club | Auburn | WA | 07/2017 | 02/2018 |
| Walmart | Oceanside | CA | 11/2016 | 07/2017 |
| Target | Vista | CA | 06/2014 | 11/2016 |
| Washington State University | Pulllman | WA | 01/2019 | 05/2020 |
| Palomar College | San Marcos | CA | 01/2017 | 09/2018 |
| Ameriprise Financial Services, Llc | Renton | WA | 08/2022 | Present |
| Unemployed | Olympia | WA | 03/2022 | 08/2022 |
Outside Employment; Heritage Wealth Advisors LLC; Employee; Manage advisory business; 2630 77th Ave Se, Suite 110, Mercer Island, WA, 98040; Investment-Related; 10/01/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 2021-01-11 |
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