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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-02-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Bradford | TN | 04/2015 | 04/2018 |
| Milan Golf And Country Club | Milan | TN | 05/2018 | 07/2018 |
| Full Time Education | Bradford | TN | 08/2018 | 05/2019 |
| Milan Golf And Country Club | Milan | TN | 06/2019 | 08/2019 |
| Full Time Education | Martin | TN | 09/2019 | 05/2023 |
| Joseph Cates Landscaping | Bradford | TN | 04/2022 | 08/2022 |
| Joseph Cates Landscaping | Bradford | TN | 04/2021 | 08/2021 |
| Lowe's | Milan | TN | 01/2021 | 03/2021 |
| Centennial Bank | Trezevant | TN | 06/2023 | 12/2024 |
| Unemployed | Phoenix | AZ | 01/2025 | 03/2025 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 04/2025 | 08/2025 |
| Ameriprise Financial Services, Llc | Milan | TN | 11/2025 | Present |
| Unemployed | Rutherford | TN | 09/2025 | 10/2025 |
Real Estate Ownership; Multi-Family; 130 Freemont St, , Dyer, TN, 38330; Investment-Related; 01/01/2026.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 2025-08-13 |
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