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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-02-24 |
| TX | RA | APPROVED | 2025-02-24 |
Branch Locations
224 St Charles Way Suite 150, York, PA 17402-4670 • United States
210 N Poinsett Hwy, Travelers Rest, SC 29690-1664 • United States
Taylors, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2008 | 02/2025 |
| Ameriprise Financial Services Llc | Greenville | SC | 02/2025 | Present |
Real Estate Ownership; Commercial; 403 North Main St, , Travelers Rest, SC, 29690; Not Investment-Related; 04/01/2020. Business Ownership; Climbing Bass LLC; Owner; Real Estate; 20 Spillman Court, , Travelers Rest, SC, 29690; Investment-Related; 10/30/2025; 1 to 9 hours per month; 0 during trading hours / Apollo Energy; Owner; Solor energy generation; 113 Acushnet Lane, , Taylors, SC, 29690; Not Investment-Related; 12/10/2025; 10 to 19 hours per month; 0 during trading hours. Outside Employment; Quo Vadimus LLC; Providing financial advice to clients of our practice; Manage advisory business; 224 st charles way, Suite 150, York, PA, 17402; Investment-Related; 02/24/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-28 |
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