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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2018-09-21 |
| TX | RA | APPROVED | 2018-09-21 |
Branch Locations
40 Calhoun St Ste 550, Charleston, SC 29401 • United States
Mt Pleasant, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Hilton Head | SC | 09/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Hilton Head | SC | 11/2016 | 09/2018 |
| Ameriprise Financial Services Inc | Charleston | SC | 09/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | Charleston | SC | 03/2020 | Present |
Board of Directors; Hilton Head Foundation to Benefit America's Veterans, INC; President; 90 Main St, , Hilton Head Island, SC, 29926; Not Investment-Related; 01/01/2012; 0 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-19 |
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