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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2019-03-18 |
| TX | RA | APPROVED_RES | 2019-03-14 |
Branch Locations
8401 Greensboro Dr Ste 230, Mclean, VA 22102-3598 • United States
Woodbridge, VA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oppenheimer & Co. Inc. | Washington | DC | 07/2013 | 10/2016 |
| Citigroup | Washington Dc | DC | 10/2016 | 03/2019 |
| Ameriprise Financial Services, Inc. | Lake Ridge | VA | 03/2019 | 03/2020 |
| Ameriprise Financial Services, Llc | Vienna | VA | 03/2020 | Present |
Independent Insurance Brokering; Jackson; 03/14/2019; / AXA; 03/14/2019; Fixed Annuity. Business Ownership; KMW Solutions Group LLC; Owner; Manage Ameriprise Business; 1613 RENATE DR, , WOODBRIDGE, VA, 22192; Investment-Related; 06/25/2025; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; KMW Solutions Group LLC; Owner; Manage advisory business; 1613 RENATE DR, , WOODBRIDGE, VA, 22192; Investment-Related; 06/25/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-11 |
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