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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-06 |
| VA | RA | APPROVED | 2021-03-23 |
Branch Locations
3951 Westerre Pkwy Ste 260, Richmond, VA 23233 • United States
Glen Allen, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Richmond | VA | 12/2020 | Present |
| Randolph-Macon College | Ashland | VA | 11/2015 | 11/2020 |
Real Estate Ownership; Single Family; 9948 Craig Creek Rd., , Eagle Rock, VA, 24085; Not Investment-Related; 07/01/2020 / Lot/Land; 5738 Craig Creek Rd., , Eagle Rock, VA, 24085; Not Investment-Related; 10/01/2020. Board of Directors; Bluefield College; President Advisory Council member; 3000 College Avenue, , Bluefield, VA, 24605; Not Investment-Related; 11/18/2020; 1 to 9 hours per month; 0 during trading hours. Other Business Activities; Budget Committee, Second Baptist Church; Volunteer role serving as the chair for the budget committee of Second Baptist Church, Richmond, VA - the church I attend. The budget committee makes no investment decisions and only focuses on the annual budget in presenting it to the full church which votes to approve or disapprove the annual operating budget of the church.; 9614 River Road, , Richmond, VA, 23229; Not Investment-Related; 02/09/2026; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-17 |
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