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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-10-11 |
| MN | RA | APPROVED | 2023-04-10 |
| NE | RA | APPROVED | 2023-04-10 |
Branch Locations
6550 York Ave S Ste 100, Edina, MN 55435-2332 • United States
Minneapolis, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Minneapolis | MN | 05/2011 | 05/2022 |
| The Oak Ridge Financial Services Group, Inc. | Golden Valley | MN | 05/2022 | 01/2023 |
| Ameriprise Financial Services, Llc | Edina | MN | 03/2023 | Present |
Real Estate Ownership; Single Family; 4548 Cedar Lake Rd S #6, , St Louis Park, MN, 55416; Not Investment-Related; 09/01/2013. Outside Employment; Dovetail Group LLC; Registered Principal Delegate; Group Benefits and Payroll Providing Entity; 6550 York Ave S, Ste 100, Edina, MN, 55435; Investment-Related; 06/01/2026; 60 hours per month; 60 during trading hours. Other Business Activities; SIFMA Foundation: InvestWrite Program Judge; Volunteer program judge for the SIFMA Foundations national writing competition- InvestWrite. I review essays submitted by US students for judging and provide a numerical score. Students propose fictional portfolios of securities in written essay form. I perform this activity from my home and PC in Minnesota. I receive no compensation as a result of this activity.; 140 Broadway, 35th Floor, InvestWrite Program, New York, NY, 10005; Investment-Related; 06/01/2023; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 2011-06-30 |
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