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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-04 |
| MN | RA | APPROVED | 2023-02-14 |
Branch Locations
333 S 7Th St Suite 1960, Minneapolis, MN 55402-2422 • United States
Champlin, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mrk Financial Solutions | Plymouth | MN | 09/2021 | 01/2023 |
| Ameriprise | New Brighton | MN | 09/2020 | 09/2021 |
| Unemployed | Andover | MN | 08/2020 | 08/2020 |
| People 2.0 Global Llc | Minneapolis | MN | 06/2020 | 07/2020 |
| Unity Bank | Rush City | MN | 05/2019 | 08/2019 |
| Vision Bank | Fargo | ND | 09/2017 | 06/2020 |
| Printing Enterprises | New Brighton | MN | 05/2017 | 08/2017 |
| North Dakota State University | Fargo | ND | 08/2016 | 05/2020 |
| Avantax Investment Services Inc. | Plymouth | MN | 06/2022 | 01/2023 |
| Avantax Advisory Services | Plymouth | MN | 06/2022 | 01/2023 |
| Ameriprise Financial Services, Llc | Minneapolis | MN | 02/2023 | Present |
Outside Employment; Heritage Wealth Advisors LLC; registered staff employee; Manage advisory business; 333 S 7th St., Suite 1960, Minneapolis, MN, 55402; Investment-Related; 09/20/2023; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-02 |
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