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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-11-26 |
Branch Locations
16220 N Scottsdale Rd Ste 250, Scottsdale, AZ 85254 • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Scottsdale | AZ | 01/2013 | 10/2018 |
| Axa Equitable | Scottsdale | AZ | 10/2018 | 12/2019 |
| Axa Advisors, Llc | New York | NY | 11/2018 | 12/2019 |
| Unemployed | Phoenix | AZ | 12/2019 | 03/2020 |
| Chewy Inc. | Goodyear | AZ | 04/2020 | 03/2021 |
| Cardinal Consulting | Phoenix | AZ | 04/2021 | 09/2021 |
| Royal Alliance Associates, Inc. | Tempe | AZ | 09/2021 | 06/2023 |
| Ameriprise Financial Services, Llc | Scottsdale | AZ | 11/2024 | Present |
| City Of Tempe/Angels | Tempe | AZ | 07/2023 | 07/2023 |
| Cardinal Management Az Llc | Phoenix | AZ | 07/2023 | 11/2024 |
Business Ownership; Cardinal Management AZ LLC; Co-owner; Real Estate; 1445 East Utopia Road, , Phoenix, AZ, 85024; Not Investment-Related; 07/01/2023; 1 to 9 hours per month; 0 during trading hours. Board of Directors; AZMSBL Board; Board Member; 8054 E Lewis Ave, , Scottsdale , AZ, 85257; Not Investment-Related; 01/01/2019; 0 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 2006-06-26 |
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