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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-13 |
| MN | RA | APPROVED | 2017-01-13 |
Branch Locations
7601 France Ave S Ste 300, Edina, MN 55435-5999 • United States
Minneapolis, MN • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 | Bloomington | MN | 09/2008 | 01/2017 |
| Bank Of America,Na | Bloomington | MN | 12/2009 | 01/2017 |
| Ameriprise Financial Services Inc | Edina | MN | 01/2017 | 03/2020 |
| Ameriprise Financial Services, Llc | Edina | MN | 03/2020 | Present |
Real Estate Ownership; Single Family; 4278 Frosthaven Rd Park City, UT 84098, ,; Not Investment-Related; 01/01/2018.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 1990-06-01 |
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