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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-17 |
| UT | RA | APPROVED | 2024-07-10 |
Branch Locations
14274 N Northsight Blvd Suite 100, Scottsdale, AZ 85260 • United States
Tucson, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Arizona | Tucson | AZ | 08/2016 | 06/2021 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2021 | 11/2022 |
| Northwestern Mutual Investment Services Llc | Phoenix | AZ | 10/2021 | 11/2022 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 04/2022 | 11/2022 |
| Ameriprise Financial Services, Llc | Scottsdale | AZ | 11/2022 | Present |
Outside Employment; Merendino Holdings; Employee of legal entity.; Compensation received from an Ameriprise advisor as payroll for company.; 14274 N Northsight Blvd Ste 100, , Scottsdale, AZ, 85260; Investment-Related; 11/28/2022; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-14 |
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