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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-06-29 |
Branch Locations
3600 Glenwood Ave Ste 130, Raleigh, NC 27612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Raleigh | NC | 02/2022 | 05/2023 |
| Cornerstone Wealth Management | Raleigh | NC | 05/2019 | 02/2022 |
| Personify | Raleigh | NC | 07/2018 | 05/2019 |
| American Sports Entertainment Centers - Polar Ice House | Cary | NC | 11/2017 | 07/2018 |
| Bj's Brewhouse And Restaurant | Cary | NC | 12/2018 | 12/2019 |
| North Carolina State University - Full Time Student | Raleigh | NC | 08/2014 | 12/2017 |
| Papa John's | Raleigh | NC | 01/2018 | 12/2018 |
| North Carolina State University Athletics | Raleigh | NC | 04/2015 | 11/2019 |
| Bj's Wholesale Club | Auburn | ME | 08/2013 | 05/2017 |
| Ripken Baseball | Pigeon Forge | TN | 05/2017 | 08/2017 |
| Fidelity Investments | Raleigh | NC | 05/2023 | 06/2026 |
| Fidelity Investments | Boston | MA | 03/2025 | 06/2026 |
| Ameriprise Financial Services Llc | Raleigh | NC | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-10 |
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