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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-08 |
| MN | RA | APPROVED | 2017-07-24 |
Branch Locations
333 S 7Th St Suite 1960, Minneapolis, MN 55402-2422 • United States
Victoria, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Minneapolis | MN | 05/2017 | 03/2020 |
| Ameriprise Financial | Minneapolis | MN | 07/2013 | 04/2017 |
| Ameriprise Financial Services, Llc | Minneapolis | MN | 03/2020 | Present |
Outside Employment; Heritage Wealth Advisors LLC; Advisor; Manage advisory business; 333 S 7th Street, Suite 1960, Minneapolis, MN, 55402; Investment-Related; 09/20/2023; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-26 |
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