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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-01-31 |
| TX | RA | APPROVED | 2018-01-02 |
| SC | RA | APPROVED | 2017-01-25 |
Branch Locations
40 Calhoun St Ste 550, Charleston, SC 29401 • United States
White Salmon, WA • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Charleston | SC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Charleston | SC | 11/2016 | 01/2017 |
| Ameriprise Finanical Services, Inc. | Charleston | SC | 01/2017 | 03/2020 |
| Ameriprise Financial Services, Llc | Charleston | SC | 03/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 1992-12-17 |
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