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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2023-03-24 |
Branch Locations
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Los Angeles | CA | 02/2015 | 02/2017 |
| Bank Of America, N.A. | Los Angeles | CA | 06/2015 | 02/2017 |
| Selway Asset Management | Boise | ID | 11/2017 | 07/2019 |
| Disruptive Technology Advisors | Los Angeles | CA | 02/2017 | 05/2017 |
| Unemployed | Los Angles | CA | 05/2017 | 11/2017 |
| Rbc Capital Markets, Llc. | Eagle | ID | 07/2019 | 03/2023 |
| City National Bank | Eagle | ID | 11/2019 | 03/2023 |
| Ameriprise Financial Services, Llc | Eagle | ID | 03/2023 | Present |
Business Ownership; FWMG, LLC; Co-owner; Manage Ameriprise Business; 3295 West Elder Street, Suite 205, Boise, ID, 83705; Investment-Related; 05/15/2026; 60 hours per month; 60 during trading hours. Outside Employment; Fulcrum Wealth Management Group; Financial Advisor; LLC for Fulcrum Wealth Managment Group; 3295 West Elder Street, Suite 205, Boise, ID, 83705; Investment-Related; 03/24/2023; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-09-03 |
| S66 | Uniform Combined State Law Examination | 2015-03-11 |
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