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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-09 |
| WA | RA | APPROVED | 2021-10-18 |
Branch Locations
126 Wells Ave S, Renton, WA 98057 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha Insurance Company | Lynnwood | WA | 11/2019 | 10/2021 |
| Mutual Of Omaha Investor Services | Lynnwood | WA | 11/2019 | 10/2021 |
| Multicare | Tacoma | WA | 03/2019 | 02/2020 |
| Unemployed | Maple Valley | WA | 10/2018 | 03/2019 |
| Bloodworks Northwest | Seattle | WA | 02/2017 | 10/2018 |
| Washington State University | Pullman | WA | 08/2012 | 12/2016 |
| Ameriprise Financial Services, Llc | Renton | WA | 10/2021 | Present |
Outside Employment; Heritage Wealth Advisors LLC; Employee; Manage advisory business; 2630 77th Ave Se, Suite 110, Mercer Island, WA, 98040; Investment-Related; 10/01/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-07-30 |
| S65 | Uniform Investment Adviser Law Examination | 2020-01-21 |
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