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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-03 |
| VA | RA | APPROVED | 2021-06-18 |
Branch Locations
100 Creekside Ln, Winchester, VA 22602 • United States
Winchester, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T | Winchester | VA | 07/2008 | 06/2021 |
| Bb&T Investment Services, Inc. | Charlotte | NC | 07/2008 | 06/2021 |
| Bb&T Securities, Llc | Richmond | VA | 01/2018 | 06/2021 |
| Truist Investment Services, Inc. | Winchester | VA | 02/2021 | 06/2021 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 06/2021 |
| Ameriprise Financial Services Llc | Winchester | VA | 06/2021 | Present |
Real Estate Ownership; Single Family; 120 Alpine Meadow Rd, , Winchester, VA, 22602; Not Investment-Related; 01/29/2010 / Single Family; 1271 Pocahontas Rd, , Frostburg, MD, 21532; Not Investment-Related; 04/28/2017 / Single Family; Single family residence, , Winchester, VA, 22602; Not Investment-Related; 07/07/2022. Board of Directors; NW Works; NW Works Board Member; 3085 Shawnee Drive, , Winchester, VA, 22601; Not Investment-Related; 08/15/2025; 1 to 9 hours per month; 1 to 9 during trading hours / NW Works Finance Committee; Finance Committee Member; 3085 Shawnee Dr., , Winchester, VA, 22601; Investment-Related; 11/17/2025; 1 to 9 hours per month; 1 to 9 during trading hours / Victory Church Board of Directors; Board member/Corporate Treasurer; 2870 Middle Road, , Winchester, VA, 22601; Not Investment-Related; 03/23/2025; 1 to 9 hours per month; 0 during trading hours. Other Business Activities; Sheridan's Miss Road Maintenance Committee; Road maintenance committee conducts business and makes decisions regarding the private roadways in our subdivision.; 321 Saddleback Ln, , Winchester, VA, 22602; Not Investment-Related; 06/15/2015; 1 to 9 hours per month; 0 during trading hours / Victory Church Finance Committee; Finance committee of Victory Church is responsible for making decisions regarding the finances of the church.; 2870 Middle Rd, , Winchester, VA, 22601; Not Investment-Related; 03/15/2014; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-09-30 |
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