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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-03-26 |
| TX | RA | APPROVED | 2025-10-24 |
| WV | RA | APPROVED | 2025-10-17 |
| MD | RA | APPROVED | 2025-10-13 |
Branch Locations
20768 Garrett Hwy Po Box 615, Oakland, MD 21550 • United States
113 E Market St Ste 220, Leesburg, VA 20176-3112 • United States
Arlington, VA • United States
7001 Heritage Village Plz Ste 240, Gainesville, VA 20155 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Oakland | MD | 06/2025 | Present |
| West Virginia University | Morgantown | WV | 08/2021 | 05/2025 |
| Palm Beach Central High School | Wellington | FL | 08/2019 | 06/2021 |
| Emerald Cove Middle School | Wellington | FL | 08/2016 | 06/2019 |
| Mountaineer Line Striping | Morgantown | WV | 05/2024 | 05/2025 |
| Lowe's | Aag / Afg Field And Staff | WV | 05/2024 | 08/2024 |
| The Park West Palm | West Palm, Beach | FL | 05/2023 | 08/2023 |
| South Florida Pga Section | West Palm Beach | FL | 05/2023 | 08/2023 |
| Ropewalk Ocean City | Ocean City | MD | 05/2022 | 08/2022 |
| Banyan Golf Club Of Palm Beach | Wellington | FL | 09/2019 | 05/2021 |
Outside Employment; CFI Management Group LLC; Associate Financial Advisor; Manage advisory business; 113 E Market Street, Suite 220, Leesburg, VA, 20176; Not Investment-Related; 06/02/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-13 |
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