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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-28 |
| PA | RA | APPROVED | 2024-10-10 |
| MN | RA | APPROVED | 2022-05-24 |
Branch Locations
2301 4Th St Nw, Faribault, MN 55021 • United States
Elko, MN • United States
Conshohocken, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prudential Annuities Distributors | Dresher | PA | 08/2010 | 05/2022 |
| Prudential Insurance Company Of America | Dresher | PA | 11/2009 | 05/2022 |
| Ameriprise Financial Services, Llc | Faribault | MN | 05/2022 | Present |
Business Ownership; Epic Wealth Partners, LLC; Co-owner; Manage Ameriprise Business; 6153 232rd St w, , faribault , MN, 55021; Investment-Related; 05/02/2022; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Epic Wealth Partners, LLC; Co-owner; Manage advisory business; 6153 232rd St W, , Faribault, MN, 55021; Investment-Related; 05/02/2022; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 2011-01-12 |
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