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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-24 |
| FL | RA | APPROVED | 2024-01-23 |
| WA | RA | APPROVED | 2021-10-12 |
Branch Locations
300 S 1St St Ste B, Mount Vernon, WA 98273 • United States
Lake Stevens, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Mount Vernon | WA | 05/2018 | Present |
| Becker Retirement Group | Bellevue | WA | 06/2017 | 05/2018 |
| The Thomas Group | Bothell | WA | 02/2016 | 05/2017 |
Outside Employment; Directional Decisions LLC; Employee; Manage advisory business; 802 SE 14th Ave, , Battle Ground, WA, 98604; Investment-Related; 07/23/2024; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-25 |
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