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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-11-03 |
Branch Locations
7139 W Deschutes Ave Ste 101, Kennewick, WA 99336 • United States
6 S 2Nd St Ste 722, Yakima, WA 98901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Centaurus Financial Inc. | Anaheim | CA | 08/2015 | 10/2019 |
| Rbc Capital Markets, Llc. | Richland | WA | 10/2019 | 11/2023 |
| Ameriprise Financial Services, Llc | Kennewick | WA | 11/2023 | Present |
Independent Insurance Brokering; American United Life Insurance (OneAmerica); 09/01/2015; Long Term Care, Universal Life. Board of Directors; Finance Committee; member; 540 N. Colorado St., , Kennewick, WA, 99336; Not Investment-Related; 10/01/2020; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Sullivan & Blodgett Inc.; Financial Advisor; Manage advisory business; 7139 West Deschutes Ave., Ste 101, Kennewick, WA, 99336; Investment-Related; 11/03/2023; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-11 |
| S63 | Uniform Securities Agent State Law Examination | 2010-02-17 |
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