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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-22 |
| NC | RA | APPROVED | 2025-01-21 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Larchmont | NY | 12/2018 | 02/2019 |
| Hsbc | Darien | CT | 02/2016 | 12/2018 |
| Rei- Recreational Equipment, Inc. | Norwalk | CT | 04/2016 | 06/2017 |
| Unemployed | White Plains | NY | 03/2019 | 07/2019 |
| Axa Advisors, Llc | New York | NY | 08/2019 | 08/2020 |
| Equitable Advisors, Llc | New York | NY | 08/2019 | 08/2020 |
| The Vanguard Group, Inc. | Charlotte | NC | 08/2020 | 04/2021 |
| Fidelity Investments | Charlotte | NC | 04/2021 | 09/2022 |
| Wells Fargo Clearing Services | Charlotte | NC | 12/2022 | 01/2025 |
| Disys | Charlotte | NC | 12/2022 | 01/2024 |
| Ameriprise Financial Services, Llc | Charlotte | NC | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-20 |
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