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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-05-26 |
Branch Locations
309 E Farwell Rd Ste 300, Spokane, WA 99218 • United States
Spokane, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc | Spokane | WA | 01/2019 | 03/2020 |
| Full-Time Education | Spokane | WA | 08/2015 | 06/2019 |
| Spokane Indians Baseball Team | Spokane | WA | 06/2017 | 09/2018 |
| Gamble Sands Golf Course | Brewster | WA | 06/2014 | 08/2017 |
| Ameriprise Financial Services, Llc | Spokane | WA | 03/2020 | Present |
Outside Employment; Treehouse Management Services LLC; Employee of the business. My role is associate financial advisor, my responsibilities include assisting our lead advisor William Eldridge with his clients, servicing my own clients, and prospecting for new clients.; This is the LLC that manages our practice and pays my salary, bonuses, etc... Owned and operated by William Eldridge our lead advisor in the practice, Cariboo Wealth Advisors.; 309 E Farwell Rd Suite 300, , Spokane, WA, 99218; Investment-Related; 02/14/2024; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-12 |
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