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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-11-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Private Bank | Ponte Vedra Beach | FL | 08/2010 | 08/2022 |
| Comerica | Sanford | FL | 08/2022 | 11/2023 |
| Ameriprise Financial Services, Llc | Dallas | TX | 11/2023 | Present |
Outside Employment; Comerica Bank; SVP & Regional Director; Director of private banking and wealth management for Texas markets and SE market.; 8850 Boedecker DR, , Dallas, TX, 75225; Investment-Related; 11/06/2023; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-01 |
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