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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-06 |
| DE | RA | APPROVED | 2019-03-27 |
Branch Locations
200 Continental Dr Ste 200, Newark, DE 19713-4303 • United States
Wilmington, DE • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Of Delaware Department Of Justice - Full-Time | Wilmington | DE | 01/2015 | 08/2018 |
| Ameriprise Financial Services, Inc | Wilmington | DE | 07/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | Wilmington | DE | 03/2020 | Present |
Outside Employment; PTWOP LLC; I am an AFA with Point to Point Wealth Planning - a private wealth advisory practice of Ameriprise, working with clients and doing financial planning. I have some of my own book under the partners of the practice and service clients for other advisors.; I am employed and compensated by PTWOP LLC.; 200 Continental Drice, Suite 200, Newark, DE, 19713; Investment-Related; 01/01/2020; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-10 |
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