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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-28 |
| WA | RA | APPROVED | 2022-10-28 |
Branch Locations
802 Se 14Th Ave. Ste 109, Battle Ground, WA 98604 • United States
300 S 1St St Ste B, Mount Vernon, WA 98273 • United States
Battle Ground, WA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 04/2013 | 10/2022 |
| Ameriprise Financial Services, Llc | Battle Ground | WA | 10/2022 | Present |
Independent Insurance Brokering; Genworth Life; 11/01/2017; Long Term Care. Business Ownership; Directional Decisions, LLC; Owner and manager of LLC; Manage Ameriprise Business; 909 W Main St Ste 101, , Battle Ground, WA, 98604; Not Investment-Related; 01/01/2022; 1 to 9 hours per month; 1 to 9 during trading hours / Directional Decisions, LLC dba Arrow Financial Group; Owner; Manage Ameriprise Business; 802 SE 14th Ave , Ste 109, Battle Ground, WA, 98604; Investment-Related; 12/14/2022; 1 to 9 hours per month; 0 during trading hours / Milner, Howard, Palmer, & Edwards CPAs PC; Co-owner; Tax Preparation; 426 Main St, , Ketchikan, AK, 99901; Not Investment-Related; 01/01/2026; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-07 |
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