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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-11-12 |
| TX | RA | APPROVED_RES | 2024-11-12 |
Branch Locations
1671 West College Street, Pulaski, TN 38478-5207 • United States
1200 North Locust Street, Lawrenceburg, TN 38464-2711 • United States
101 1St Ave N, Lewisburg, TN 37091-3312 • United States
1167 Trotwood Ave, Columbia, TN 38401-3033 • United States
Columbia, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Lewisburg | TN | 03/2011 | 11/2024 |
| Harvest Wealth Management | Columbia | TN | 12/2014 | 12/2016 |
| Private Advisor Group, Llc | Columbia | TN | 10/2016 | 06/2019 |
| Hwm Llc | Columbia | TN | 12/2014 | 12/2016 |
| Ameriprise Financial Services, Llc | Columbia | TN | 11/2024 | Present |
Real Estate Ownership; Commercial; 1167 Trotwood Ave, , Columbia, TN, 38401; Not Investment-Related; 11/11/2024 / Commercial; 1167 Trotwood Ave, , Columbia, TN, 38401; Investment-Related; 12/02/2025 / Lot/Land; 1167 Trotwood Ave, , Columbia, TN, 38401; Not Investment-Related; 01/01/2026. Business Ownership; Highland Wealth Management; Co-owner; Manage Ameriprise Business; 1167 Trotwood Avenue, , Columbia, TN, 38401; Investment-Related; 11/11/2024; 40 to 59 hours per month; 20 to 39 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 2005-03-25 |
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