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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-22 |
| AL | RA | APPROVED | 2024-08-23 |
Branch Locations
600 University Park Place Suite 130 & 175, Homewood, AL 35209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Birmingham | AL | 09/2009 | 03/2020 |
| Ameriprise Financial Services, Llc | Birmingham | AL | 03/2020 | 08/2024 |
| Wells Fargo Advisors Financial Network, Llc | Homewood | AL | 08/2024 | Present |
SHADES CREST BAPTIST CHURCH, INVT RELATED, HOOVER, AL, FINANCE COMMITTEE MEMBER, START DATE 7/11/2023, 2 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING MONTHLY MEETINGS, DISCUSSING FINANCIAL AND BUDGET MATTERS PRESENTED TO THE COMMITTEE. RENTAL PROPERTY - SOUTH COLLEGE ; INV RELATED; AUBURN, AL; RENTAL ;100% OWNERSHIP; START DATE: 11/21/2025; 4 HRS PER MONTH; 4 HRS DURING TRADING; | HOOVER COUNTRY CLUB; NOT INV RELATED; HOOVER,AL; CLUB;MEMBERSHIP COMMITTEE MEMBER; START DATE: 01/20/2026; 2 HRS PER MONTH; 0 HRS DURING TRADING;| HOOVER HIGH SCHOOL; NOT INV RELATED;HOOVER,AL; ANNOUNCER; START DATE: 05/01/2026; 2 HRS PER MONTH; 0 HRS DURING TRADING; LAKESHORE ADVISORY GROUP, LLC; INV RELATED;HOMEWOOD,AL; FINET PRACTICE ;100% OWNERSHIP; START DATE: 05/29/2026; 160 HRS PER MONTH; 160 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-15 |
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