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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-07-19 |
| WA | RA | APPROVED | 2019-12-12 |
Branch Locations
929 108Th Ave Ne Ste 1200, Bellevue, WA 98004 • United States
Sammamish, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bellevue | WA | 01/2013 | 12/2019 |
| Bank Of America, N.A. | Bellevue | WA | 06/2013 | 12/2019 |
| Ameriprise Financial Services Inc | Bellevue | WA | 12/2019 | 03/2020 |
| Ameriprise Financial Services, Llc | Bellevue | WA | 03/2020 | Present |
Real Estate Ownership; Single Family; 3518 Westcliff Rd S, , Fort Worth, TX, 76109; Not Investment-Related; 11/01/2021 / Multi-Family; SW 3rd Place, , Renton, WA, 98055; Investment-Related; 01/01/2010. Business Ownership; CS Development and Mgt LLC; Manager; Real Estate; 3020 Issq Pn Lk Rd #334, , Sammamish, WA, 98075; Not Investment-Related; 06/01/2023; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-29 |
| S65 | Uniform Investment Adviser Law Examination | 1996-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-20 |
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