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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2022-03-29 |
Branch Locations
9405 Mill Brook Rd Ste 101, Louisville, KY 40223 • United States
Louisville, KY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Starbucks | Louisville | KY | 03/2019 | 03/2021 |
| Zeggz Amazing Eggs | Louisville | KY | 01/2015 | 05/2018 |
| Lpl Financial Llc | Louisville | KY | 07/2019 | 05/2021 |
| Mercurio Wealth Advisors | Louisville | KY | 05/2021 | 03/2022 |
| Motto Mortgage | Destin | FL | 08/2017 | 04/2019 |
| Student | Louisville | KY | 05/2011 | 08/2017 |
| Ameriprise Financial Services, Llc | Louisville | KY | 03/2022 | Present |
Outside Employment; CCC1989 LLC; Paraplanner - Paraplanner; Manage advisory business; 9405 Mill Brook Road Suite 101, , Louisville, KY, 40299; Investment-Related; 01/03/2022; 60 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-12-02 |
| S65 | Uniform Investment Adviser Law Examination | 2021-11-19 |
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