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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2017-01-20 |
| TX | RA | APPROVED | 2017-01-20 |
Branch Locations
40 Calhoun St Ste 550, Charleston, SC 29401 • United States
Mt Pleasant, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Charleston | SC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Charleston | SC | 11/2016 | 01/2017 |
| Ameriprise Financial Services, Inc. | Charleston | SC | 01/2017 | 03/2020 |
| Ameriprise Financial Services, Llc | Charleston | SC | 03/2020 | Present |
Business Ownership; OBrien Rentals LLC; Owner; Real Estate; 266 Alexandra Drive, Unit 11, Mount Pleasant, SC, 29464; Not Investment-Related; 05/26/2026; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-18 |
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