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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-08-03 |
| WA | RA | APPROVED | 2020-08-03 |
Branch Locations
1499 Se Tech Center Pl Ste 220, Vancouver, WA 98683 • United States
Vancouver, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwest Tax & Financial Services, Inc. | Vancouver | WA | 10/2010 | 07/2020 |
| Ae Wealth Management, Llc | Topeka | KS | 05/2019 | 07/2020 |
| Madison Avenue Securities, Llc. | San Diego | CA | 02/2017 | 07/2020 |
| Madison Avenue Securities, Llc. | San Diego | CA | 08/2015 | 07/2020 |
| Ameriprise Financial Services Llc | Vancouver | WA | 07/2020 | Present |
Other Business Activities; The Retirement Trail Map; The Retirement Trail Map book is a step by step guide to planning your retirement future. Co-authored with JAson Lambert, Dustin Martin and David Topper of Northwest Financial.; 1499 SE Tech Center Place, Suite 220, Vancouver, WA, 98683; Investment-Related; 07/01/2025; 0 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-13 |
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