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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-11-10 |
| TX | RA | APPROVED | 2021-10-05 |
| CT | RA | APPROVED | 2021-04-15 |
Branch Locations
3600 Glenwood Ave Ste 130, Raleigh, NC 27612 • United States
205 Old Boston Post Rd, Old Saybrook, CT 06475 • United States
Raleigh, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Walmart | Bentonville | AR | 08/2016 | 11/2018 |
| Wayfair Inc | Boston | MA | 11/2018 | 03/2020 |
| Unemployed | Boston | MA | 04/2020 | 01/2021 |
| Ameriprise Financial | Hartford | CT | 01/2021 | 01/2021 |
| Ameriprise Financial Services, Llc | Old Saybrook | CT | 03/2020 | 03/2020 |
| Ameriprise Financial Services, Llc. | Old Saybrook | CT | 01/2021 | Present |
Board of Directors; UNC Kenan-Flagler Triangle Alumni Chapter; President; UNC at Chapel Hill KFBS, 208 Raleigh St Ste 3916, Chapel Hill,, NC, 27515-8890; Not Investment-Related; 06/29/2023; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-15 |
| S65 | Uniform Investment Adviser Law Examination | 2011-07-26 |
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