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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2022-12-16 |
| TX | RA | APPROVED | 2022-12-16 |
Branch Locations
1016 W 6Th Ave Ste 402, Anchorage, AK 99501-1963 • United States
Anchorage, AK • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Anchorage | AK | 03/2019 | 09/2022 |
| United States Air Force | Jber | AK | 02/2016 | 03/2019 |
| Bank Of America, N.A. | Anchorage | AK | 05/2019 | 09/2022 |
| Ameriprise Financial Services, Llc | Coppell | TX | 12/2022 | 07/2025 |
| Ameriprise Financial Services, Llc | Anchorage | AR | 07/2025 | Present |
Business Ownership; Dean Management Services; Owner; Manage Ameriprise Business; 509 W 3rd Ave Ste 205, , Anchorage, AK, 99501; Investment-Related; 02/17/2025; 40 to 59 hours per month; 40 to 59 during trading hours. Board of Directors; Anchorage Chamber of Commerce; Board Member; Military Committee Co-Chair; 1016 W 6th Ave suite 303, , Anchorage, AK, 99501; Not Investment-Related; 10/01/2022; 1 to 9 hours per month; 0 during trading hours / The American Legion Jack Henry Post 1; First Vice Commander; 840 W Fireweed Ln, , Anchorage, AK, 99503; Not Investment-Related; 04/27/2025; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Dean Management Services, LLC; Owner; I will be running my expenses for my franchise through Dean Management Services, LLC, to include paying myself.; 4851 Hunter Dr, , Anchorage, AK, 99502; Investment-Related; 07/23/2025; 40 to 59 hours per month; 40 to 59 during trading hours. Other Business Activities; Civic Leader Program for Joint Base Elmendorf Richardson; Leaders within the Anchorage community are chosen to be part of the Civic Leader Program for Joint Base Elmendorf Richardson (JBER), in which they help mentor military commanders on base, particularly regarding community involvement. The program is designed to provide a resource for commanders outside the military infrastructure and increase community connectedness.; 10480 Sijan Ave, , JBER, AK, 99506; Not Investment-Related; 05/01/2023; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-08 |
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