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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-01-21 |
| MI | RA | APPROVED | 2025-01-14 |
| NC | RA | APPROVED | 2025-01-14 |
| CT | RA | APPROVED | 2025-01-13 |
| GA | RA | APPROVED | 2025-01-13 |
| KY | RA | APPROVED | 2025-01-13 |
| ME | RA | APPROVED | 2025-01-13 |
| MN | RA | APPROVED | 2025-01-13 |
| MS | RA | APPROVED | 2025-01-13 |
| NJ | RA | APPROVED | 2025-01-13 |
| OH | RA | APPROVED | 2025-01-13 |
| PA | RA | APPROVED | 2025-01-13 |
| UT | RA | APPROVED | 2025-01-13 |
| AL | RA | APPROVED | 2025-01-10 |
| MD | RA | APPROVED | 2025-01-10 |
| NY | RA | APPROVED | 2025-01-10 |
| NH | RA | APPROVED | 2024-06-19 |
| FL | RA | APPROVED | 2022-06-16 |
| CA | RA | APPROVED | 2022-05-18 |
| TX | RA | APPROVED | 2022-05-06 |
Branch Locations
5850 San Felipe Street Suite 500, Houston, TX 77057-8003 • United States
41973 6Th St Ste C, Temecula, CA 92590 • United States
1 Tara Blvd Ste 200, Nashua, NH 03110 • United States
Jacksonville, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Omnipath Financial, Inc. | Jacksonville | FL | 04/2017 | 08/2021 |
| Csx Corporation | Jacksonville | FL | 04/2011 | 09/2018 |
| Ameriprise Financial Services, Llc | Houston | TX | 09/2021 | Present |
| Patriot Rail | Jacksonville | FL | 09/2018 | 04/2022 |
Real Estate Ownership; Single Family; 5663 Greenland Rd #1807, , Jacksonville, FL, 32258; Not Investment-Related; 09/01/2011.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-21 |
| S65 | Uniform Investment Adviser Law Examination | 2016-06-04 |
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