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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2025-02-18 |
| TX | RA | APPROVED_RES | 2024-12-12 |
| NV | RA | APPROVED | 2018-08-22 |
Branch Locations
2495 Village View Dr Ste 200, Henderson, NV 89074 • United States
Bozeman, MT • United States
Henderson, NV • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc | Henderson | NV | 11/2008 | 08/2018 |
| Ameriprise Financial Services Inc | Henderson | NV | 08/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | Henderson | NV | 03/2020 | Present |
Other Business Activities; Financial Peace Facilitator; I'll be facilitating a weekly book meeting each Monday for 1 and a half hours. The book is titled Financial Peace by Dave Ramsey. This will go for 9 weeks then repeat with new participants a month after the 9 weeks end. We'll be following the book chapters each week and will facilitate the conversation. I will not provide any financial/investment advice.; 1305 W Horizon Ridge Pkwy, , Henderson, NV, 89012; Not Investment-Related; 12/18/2023; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-16 |
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