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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-03-27 |
| WA | RA | APPROVED | 2023-04-20 |
| MT | RA | APPROVED | 2019-10-29 |
Branch Locations
401 Main St, Ste 1, Thompson Falls, MT 59873 • United States
4018 Montana Sapphire Dr Suite 1, Billings, MT 59106-3170 • United States
110 James St Ste 100, Edmonds, WA 98020 • United States
993 S 24Th St W Ste D, Billings, MT 59102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Thompson Falls | MT | 10/2018 | 03/2020 |
| Raspberry Island Remote Lodge | Kodiak | AK | 05/2018 | 10/2018 |
| Highliner Lodge | Pelican | AK | 05/2017 | 05/2018 |
| Pillar Bay Llc | Sitka | AK | 05/2015 | 05/2017 |
| Ameriprise Financial Services, Llc | Thompson Falls | MT | 03/2020 | Present |
Business Ownership; Scenic Solutions Group, LLC; Manage real estate investment property.; The LLC is just to hold the real estate.; NHN Main St, , Thompson Falls, MT, 59873; Investment-Related; 07/19/2021; 1 to 9 hours per month; 0 during trading hours / Prairie Springs Group LLC; Co-owner; Administration and management of team-related operations and expenses; 993 South 24th St W, Suite D, , Billings , MT, 59101; Not Investment-Related; 03/01/2025; 1 to 9 hours per month; 1 to 9 during trading hours / Rede Holdings, LLC; Co-owner; Real Estate; 401 Main St, , Thompson Falls, MT, 59873; Not Investment-Related; 04/01/2025; 1 to 9 hours per month; 0 during trading hours / SFGE, LLC; Co-owner; Manage Ameriprise Business; 4018 Sapphire Drive, Suite 1, Billings , MT, 59106; Not Investment-Related; 06/03/2026; 1 to 9 hours per month; 0 during trading hours. Outside Employment; SFGE, LLC; Co-owner; Manage advisory business; 4018 Sapphire Drive, Suite 1, Billings , MT, 59106; Investment-Related; 06/03/2026; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-24 |
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