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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-28 |
| NC | RA | APPROVED | 2022-06-07 |
Branch Locations
460 Dillard Rd - 2793, Highlands, NC 28741 • United States
Highlands, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2012 | 07/2021 |
| Unemployed | Highlands | NC | 07/2021 | 05/2022 |
| Ameriprise Financial Services, Llc | Waynesville | NC | 06/2022 | Present |
Board of Directors; Board of Trustees of the Hudson Library; Vice President; 554 Main St, , Highlands, NC, 28741; Not Investment-Related; 06/11/2024; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Cashiers United Methodist Church; Director of Church Choir during weekly Wednesday evening rehearsals and Sunday morning service.; Cashiers United Methodist Church is a local Christian church community.; 894 NC Hwy 107, , Cashiers, NC, 28717; Not Investment-Related; 01/05/2025; 10 to 19 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-18 |
| S65 | Uniform Investment Adviser Law Examination | 1997-07-08 |
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