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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2018-10-26 |
Branch Locations
505 Broadway Ste 400, Tacoma, WA 98402 • United States
Bellevue, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Tacoma | WA | 01/2009 | 10/2018 |
| Financial Advocates Investment Management | Tacoma | WA | 05/2012 | 10/2018 |
| Ameriprise Financial Services Inc | Tacoma | WA | 10/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | Tacoma | WA | 03/2020 | Present |
Business Ownership; Bald Eagle Beach, LLC; Manager; Holding Company for Personal Real Estate; 12819 SE 38th St #300, , Bellevue, WA, 98006; Not Investment-Related; 01/01/2016; 1 to 9 hours per month; 0 during trading hours / Dream Maker One, LLC; Manager of LLC; LLC that holds rental real Estate - none owned at this time; 12819 SE 38th St #300, , Bellevue, WA, 98006; Not Investment-Related; 01/01/2016; 1 to 9 hours per month; 0 during trading hours / Ideal Life 360, LLC; Owner and FounderLLC ManagerMaster Integrative Life CoachAmbassador for The Vital Longevity InstituteAmbassador and Instructor for Integrative Wellness Academy; 1) Life and Executive Coaching Company offering tools and coaching for optimal living through online courses, virtual coaching through coaching staff, and retreat experiences. 2) Ameriprise Franchise Consultant Services as outlined by Ameriprise; 12819 SE 38th St #300, , Bellevue, WA, 98006; Not Investment-Related; 10/01/2017; 20 to 39 hours per month; 10 to 19 during trading hours. Outside Employment; Exclusive Jets, LLC dba flyExclusive; Employee - First Officer; Professional Pilot for Private Jet Charter Company.; 2860 Jetport Rd, , Kinston, NC, 28504; Not Investment-Related; 07/21/2025; 40 to 59 hours per month; 40 to 59 during trading hours / Self; Owner - Flight Instructor; Independent Flight Instructor; 12819 SE 38th St #300, , Bellevue, WA, 98006; Not Investment-Related; 02/01/2023; 10 to 19 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 1991-08-12 |
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