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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-09 |
| MN | RA | APPROVED | 2024-10-03 |
Branch Locations
1530 Greenview Dr Sw Ste 205, Rochester, MN 55902-4327 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Minneapolis | MN | 06/2013 | 07/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bloomington | MN | 01/2020 | 02/2024 |
| University Of Redlands | Redlands | CA | 08/2017 | 07/2019 |
| University Of Redlands | Redlands | CA | 09/2017 | 08/2019 |
| Unemployed | Rochester | MN | 09/2019 | 12/2019 |
| Bank Of America, N.A. | Bloomington | MN | 03/2020 | 06/2020 |
| Ameriprise Financial Services, Llc | Rochester | MN | 09/2024 | Present |
| Unemployed | Rochester | MN | 02/2024 | 09/2024 |
Outside Employment; Pinnacle Private Wealth Group; Registered team member - staff; Manage advisory business; 1530 greenview dr, , rochester, MN, 55902; Investment-Related; 09/23/2024; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-25 |
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