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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-11-05 |
| MD | RA | APPROVED | 2017-11-17 |
Branch Locations
303 International Cir Ste 490, Hunt Valley, MD 21030 • United States
Towson, MD • 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 |
|---|---|---|---|---|
| Stifel, Nicolaus & Company, Incorporated | Baltimore | MD | 06/2007 | 11/2017 |
| Ameriprise Financial Services, Inc. | Baltimore | MD | 11/2017 | 03/2020 |
| Ameriprise Financial Service, Llc | Baltimore | MD | 11/2017 | Present |
Independent Insurance Brokering; Transamerica; 05/08/2018; Term Life. Board of Directors; Young Victorian Theatre Company; board member; 1 South Street, Suite 2600 Baltimore, MD 21202, ,; ; 09/15/2003; 1 to 9 hours per month; 1 to 9 during trading hours. Other Business Activities; Church of the Good Shepherd Investment Committee; monitor and advise on endowment assets; 1401 Carrollton Avenue, , Towson, MD, 21204; Investment-Related; 07/01/2020; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 1992-08-26 |
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