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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-02 |
| OK | RA | APPROVED | 2022-10-17 |
Branch Locations
581 Merchant Dr, Norman, OK 73069-6575 • United States
Oklahoma City, OK • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Norman | OK | 04/2022 | Present |
| Modern Woodmen | Tulsa | OK | 03/2021 | 08/2021 |
| Raymond James | Edmond | OK | 08/2021 | 03/2022 |
| University Of Oklahoma | Norman | OK | 08/2016 | 05/2021 |
Outside Employment; MEW Practice Management; Client Service Specialist - Updating client accounts and entering notes from meeting into CRM.; ; 581 merchant drive, , Norman, OK, 73069; Investment-Related; 04/04/2022; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-09-21 |
| S65 | Uniform Investment Adviser Law Examination | 2021-11-16 |
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