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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-01-16 |
Branch Locations
7992 W Thunderbird Rd Ste 110, Peoria, AZ 85381 • United States
Phoenix, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edelman Financial Services Llc | Fairfax | VA | 10/2015 | 01/2017 |
| Ef Legacy Securities, Llc | Henrico | VA | 01/2017 | 01/2017 |
| Ameriprise Financial Services Inc. | Peoria | AZ | 01/2017 | 03/2020 |
| Ameriprise Financial Services, Llc | Peoria | AZ | 03/2020 | Present |
Real Estate Ownership; Single Family; 1231 E Helena Dr, , Phoenix, AZ, 85022; Not Investment-Related; 04/15/2022. Business Ownership; Helena Management, LLC; Owner; Real Estate; 1231 E Helena Dr, , Phoenix, AZ, 85022; Not Investment-Related; 12/07/2022; 0 hours per month; 0 during trading hours. Other Business Activities; Southwest Autism Research and Resource Council; Participate in planning giving committee; 300 N 18th St, , Phoenix, AZ, 85006; Not Investment-Related; 11/01/2022; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-15 |
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