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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-02 |
| UT | RA | APPROVED | 2024-05-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Sandy | UT | 09/2023 | Present |
| Bird Asset Management, Llc | Las Cruces | NM | 11/2022 | 09/2023 |
| Mann Mortgage, Llc | Las Cruces | NM | 08/2021 | 11/2022 |
| New Mexico State University - Central Receiving | Las Cruces | NM | 05/2019 | 08/2021 |
| New Mexico State University | Las Cruces | NM | 12/2018 | 05/2019 |
| Church Of Jesus Christ Of Latter-Day Saints | Bucuresti | 01/2017 | 12/2018 | |
| New Mexico State University | Las Cruces | NM | 06/2016 | 01/2017 |
Business Ownership; Hidden Principles; Owner; This is a personal business and leadership blog focused on sharing insights and lessons learned from biographies, books, articles, and other content related to entrepreneurs, company founders, management, leadership, and business strategy. The blog is intended for educational and informational purposes only and does not involve financial planning, investment advice, financial advisory services, or other financial topics. Content will be published on Substack, with excerpts or links occasionally shared on LinkedIn to promote readership and discussion.; 15681 S Wood Hollow Dr, , Bluffdale, UT, 84065; Not Investment-Related; 08/11/2026; 20 to 39 hours per month; 1 to 9 during trading hours. Outside Employment; Elevate Management, LLC; Employee, Associate Financial Advisor; Manage advisory business; 8915 S 700 E Ste 104, , Sandy, UT, 84070; Investment-Related; 07/01/2024; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-29 |
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