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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-08-03 |
| WA | RA | APPROVED | 2020-08-03 |
Branch Locations
1499 Se Tech Center Pl Ste 220, Vancouver, WA 98683 • United States
Vancouver, WA • 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 |
|---|---|---|---|---|
| Madison Avenue Securities, Llc. | San Diego | CA | 03/2015 | 07/2020 |
| Northwest Financial & Tax Solutions, Llc | Vancouver | WA | 01/2015 | 07/2020 |
| Ae Wealth Management, Llc | Topeka | KS | 06/2019 | 07/2020 |
| Madison Avenue Securities, Llc | San Diego | CA | 07/2015 | 07/2020 |
| Ameriprise Financial Services Llc | Vancouver | WA | 07/2020 | Present |
Business Ownership; Trailhead Tax Service; Leadership Team - Planning & decision making; Tax Preparation; 2nd Circle, , Vancouver, WA, 98684; Not Investment-Related; 05/01/2019; 1 to 9 hours per month; 0 during trading hours. Other Business Activities; The Retirement Trail Map; A book - A step by step guide to planning your financial future.; 1499 SE Tech Center Place, Suite 220, , Vancouver, WA, 98683; Not Investment-Related; 07/01/2025; 0 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-06 |
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