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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-05-27 |
| MN | RA | APPROVED | 2015-10-28 |
Branch Locations
244 Water St Ste 2, Excelsior, MN 55331-1825 • United States
10159 Wayzata Blvd Ste 200, Minnetonka, MN 55305-1581 • United States
Plymouth, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services Llc | Minneapolis | MN | 02/2015 | Present |
Outside Employment; WDA Inc; Private Wealth Advisor - I provide financial services to individuals.; Manage advisory business; 10159 Wayzata Blvd., , Minnetonka, MN, 55305; Investment-Related; 09/02/2019; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 2011-03-16 |
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