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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-07-17 |
Branch Locations
11611 Airport Rd Ste 202, Everett, WA 98204-3782 • United States
1200 Westlake Ave N Ste 501, Seattle, WA 98109 • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Seattle | WA | 08/2016 | 09/2021 |
| Fidelity Investments | Bellevue | WA | 09/2021 | 05/2023 |
| Ameriprise Financial Services, Llc | Edmonds | WA | 05/2023 | 05/2024 |
| Ameriprise Financial Services, Llc | Everett | WA | 06/2025 | Present |
| Seattle Pacific Univeristy | Seattle | WA | 09/2024 | 08/2025 |
| Unemployed | Sammamish | WA | 05/2024 | 09/2024 |
Real Estate Ownership; Single Family; 102 Oakdale Drive, , Beech Island, SC, 29842; Not Investment-Related; 06/30/2004. Outside Employment; STM Enterprises Inc; Financial Advisor; Manage advisory business; 11611 Airport Rd, 202, Everett, WA, 98204; Investment-Related; 07/23/2025; 60 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-28 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-27 |
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