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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2022-01-05 |
Branch Locations
6550 York Ave S Ste 100, Edina, MN 55435-2332 • United States
Plymouth, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Wayzata | MN | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Wayzata | MN | 11/2016 | 08/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wayzata | MN | 08/2018 | 12/2021 |
| Ameriprise Financial Services, Llc | Edina | MN | 12/2021 | Present |
Outside Employment; Dovetail Group LLC; Registered Team Member - Staff; Group Benefits and Payroll Providing Entity; 6550 York Ave S, Suite 100, Edina, MN, 55435; Investment-Related; 06/01/2026; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-11-16 |
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