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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-05-31 |
Branch Locations
5401 32Nd Ave Nw Ste 201, Gig Harbor, WA 98335 • United States
Port Orchard, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Gig Harbor | WA | 02/2021 | Present |
| Juneau Tree Service | Poulsbo | WA | 11/2020 | 01/2021 |
| Health By Design | Bremerton | WA | 09/2017 | 07/2020 |
| Student | Bremerton | WA | 09/2000 | 07/2020 |
| Unemployed | Port Orchard | WA | 07/2020 | 11/2020 |
Outside Employment; Heritage Wealth Advisors LLC; employee; Manage advisory business; 2630 77th Ave Se, Suite 110, Mercer Island, WA, 98040; Investment-Related; 04/10/2026; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-25 |
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