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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-13 |
| WA | RA | APPROVED | 2025-08-01 |
Branch Locations
929 108Th Ave Ne Ste 1200, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services Llc | Bellevue | WA | 05/2025 | Present |
| Shelf Engine | Seattle | WA | 04/2020 | 03/2025 |
| Deloitte Consulting | Seattle | WA | 07/2015 | 04/2020 |
Real Estate Ownership; Multi-Family; 2911 2nd Ave, , Seattle, WA, 98121; Investment-Related; 07/01/2015. Business Ownership; CFJR; Co-owner; Real Estate; 7244 Holly Hill Drive, , Mercer Island, WA, 98040; Investment-Related; 02/28/2012; 0 hours per month; 0 during trading hours / CFJR II; Co-owner; Investment in Cyrus biotech startup; 7244 Holly Hill Drive, , Mercer Island, WA, 98040; Not Investment-Related; 03/25/2020; 0 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-01 |
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