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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-12-06 |
| GA | RA | APPROVED | 2021-02-22 |
Branch Locations
3475 Lenox Rd Ne Ste 600, Atlanta, GA 30326-3219 • United States
Savannah, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ga Army National Guard | Ft. Stewart | GA | 09/2003 | Present |
| Edward Jones | Savannah | GA | 04/2013 | 02/2021 |
| Ameriprise Financial Services, Llc | Savannah | GA | 02/2021 | Present |
Business Ownership; Ives & Company; Legal entity to manage sole business activity related to Ameriprise activity. ; Legal entity to manage sole business activity related to Ameriprise/CKM Wealth.; 1 Blount Ln, , Savannah, GA, 31411; Not Investment-Related; 02/07/2023; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Oglethorpe Chapter of AEA, Inc.; Board Member; 1 Blount Ln, , Savannah, GA, 31411; Not Investment-Related; 09/01/2025; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Ives & Company; Owner - Legal entity to manage sole business activity related to Ameriprise.; Entity is used for 1099 compensation paid by Ameriprise Financial practices.; 1 Blount Ln, , Savannah, GA, 31411; Investment-Related; 02/07/2023; 1 to 9 hours per month; 0 during trading hours / GA Army National Guard; Command Sergeant Major; Military Service; 1000 Halsey Ave, Bldg 447, Marietta, GA, 30060; Not Investment-Related; 09/20/2003; 10 to 19 hours per month; 0 during trading hours / Thu Clear, Inc.; Associate Financial Advisor; Manage advisory business; 622 Loridans Drive NE, , Atlanta, GA, 30342; Investment-Related; 02/08/2024; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-07 |
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