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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2022-09-26 |
| WA | RA | APPROVED | 2022-06-02 |
| TX | RA | APPROVED | 2022-05-27 |
Branch Locations
99 E Main Street Suite 200, Franklin, TN 37064 • United States
Franklin, TN • 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 | Bellevue | WA | 01/2009 | 05/2022 |
| Ameriprise Financial Services, Llc | Mill Creek | WA | 05/2022 | Present |
Real Estate Ownership; Single Family; 353 N Donahue, E, Auburn, AL, 36832; Not Investment-Related; 02/27/2025. Business Ownership; Auburn W.E. LLC; Owner; Real Estate; 6037 Camberley St, , Franklin, TN, 37064; Investment-Related; 02/27/2025; 0 hours per month; 0 during trading hours / MillCreek Financial Partners LLC; Owner; Manage Ameriprise Business; 99 E. Main Street, Ste 200, Franklin, TN, 37064; Investment-Related; 02/02/2026; 40 to 59 hours per month; 20 to 39 during trading hours / Heartland Journal podcast; Owner; podcast; 105 Westpark Dr, STE 190, Brentwood, TN, 37027; Not Investment-Related; 04/30/2024; 1 to 9 hours per month; 0 during trading hours / DailyClout; Owner; media company; PO Box 190426, , Brooklyn, NY, 11219-0426; Not Investment-Related; 10/01/2026; 10 to 19 hours per month; 0 during trading hours. Outside Employment; MillCreek Financial Partners LLC; Owner; Manage advisory business; 99 E. Main Street, ste 200, Franklin, TN, 37064; Investment-Related; 02/02/2026; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-22 |
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