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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2024-09-20 |
| MS | RA | APPROVED | 2024-09-18 |
| TX | RA | APPROVED_RES | 2024-09-16 |
Branch Locations
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 | Oxford | MS | 08/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Oxford | MS | 11/2016 | 09/2024 |
| Ameriprise Financial Services, Llc | Tupelo | MS | 09/2024 | Present |
Real Estate Ownership; Lot/Land; Poplar springs Drive, , Tupelo, MS, 38804; Not Investment-Related; 08/10/2012.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-17 |
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