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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-05 |
| WA | RA | APPROVED | 2020-10-14 |
Branch Locations
308 Gates St, Mt Vernon, WA 98273 • United States
Sedro Woolley, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc | Mercer Island | WA | 08/2018 | 03/2020 |
| Sudden Valley Golf And County Club | Bellingham | WA | 04/2018 | 09/2018 |
| Whatcom County Government | Bellingham | WA | 11/2017 | 09/2018 |
| Western Washington University | Bellingham | WA | 04/2015 | 06/2018 |
| Round Table Pizza | Mount Vernon | WA | 03/2014 | 09/2018 |
| Costco | Mount Vernon | WA | 03/2018 | 05/2018 |
| Ameriprise Financial Services, Llc | Mount Vernon | WA | 03/2020 | Present |
Outside Employment; Directional Decisions LLC; I am an employee of this business; Manage advisory business; 118 N TRAIL RD, Ste B, Mount Vernon, WA, 98273; Investment-Related; 04/02/2025; 40 to 59 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-02 |
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