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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-23 |
| MI | RA | APPROVED | 2025-08-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank | Charlotte | NC | 04/2023 | 08/2025 |
| Wells Fargo Clearing Services | Charlotte | NC | 11/2023 | 08/2025 |
| Bank Of America | Charlotte | NC | 08/2019 | 04/2023 |
| Xpo Logistics | Charlotte | NC | 05/2014 | 08/2019 |
| Ameriprise Financial Services, Llc | Ann Arbor | MI | 08/2025 | Present |
Real Estate Ownership; Single Family; 428 E. 16th Street, , Charlotte, NC, 28206; Not Investment-Related; 08/11/2025. Business Ownership; Cloudwing Holdings, LLC; Owner; This is going to be a holding company LLC for future private offering investments.; 3264 E Morgan Rd, , Ann Arbor, MI, 48108; Investment-Related; 06/01/2026; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Mountain Tulip Inc.; I am a financial advisor at this business.; Manage advisory business; 3260 E Morgan Rd, , Ann Arbor, MI, 48108; Investment-Related; 03/15/2026; 40 to 59 hours per month; 20 to 39 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-19 |
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