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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-18 |
| WA | RA | APPROVED | 2025-07-18 |
Branch Locations
929 108Th Ave Ne Ste 1200, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Bellevue | WA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Bellevue | WA | 11/2016 | 07/2017 |
| Robert W Baird & Co | Bellevue | WA | 07/2017 | 07/2025 |
| Ameriprise Financial Services, Llc | Bellevue | WA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-02-17 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-25 |
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