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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-10-09 |
| WV | RA | APPROVED | 2024-10-08 |
Branch Locations
7001 Heritage Village Plz Ste 240, Gainesville, VA 20155 • United States
Martinsburg, WV • United States
113 E Market St Ste 220, Leesburg, VA 20176-3112 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 08/2021 | 05/2022 |
| West Virginia University | Morgantown | WV | 04/2018 | 07/2021 |
| West Virginia University | Morgantown | WV | 08/2016 | 07/2021 |
| Fidelity Investments | Jacksonville | FL | 10/2022 | 02/2024 |
| Unemployed | Hagerstown | MD | 05/2022 | 10/2022 |
| Ameriprise Financial Services, Llc | Leesburg | VA | 09/2024 | Present |
| Unemployed | Martinsburg | WV | 03/2024 | 08/2024 |
Outside Employment; CFI Management Group LLC; W2 Employee; Support Ameriprise advisory practice; 7001 Heritage Village Plz, Ste 240, Gainesville, VA, 20155; Investment-Related; 07/25/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-07 |
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