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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-03-01 |
Branch Locations
1009 N Center Pkwy Ste 220, Kennewick, WA 99336 • United States
Richland, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Kennewick | WA | 09/2013 | 11/2016 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 11/2016 |
| Wells Fargo Advisors, Llc | Kennewick | WA | 11/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Kennewick | WA | 11/2016 | 03/2024 |
| Ameriprise Financial Services, Llc | Kennewick | WA | 03/2024 | Present |
Real Estate Ownership; Lot/Land; 252 W Theater Lane, , Hermiston, OR, 97838; Investment-Related; 10/01/2014. Business Ownership; White-Muzzy, LLC; Co-owner; Real Estate; 785 E Opal CT, , Hermiston, OR, 97838; Not Investment-Related; 09/12/2014; 0 hours per month; 0 during trading hours / FWMG, LLC; Co-owner; Manage Ameriprise Business; 3295 W Elder ST, Suite 205, Boise, ID, 83705; Investment-Related; 03/15/2026; 60 hours per month; 60 during trading hours. Outside Employment; Self-Rod Muzzy; Owner; Audio-Video products - Independent seller and consultant; 191 Riverwood ST, , Richland, WA, 99352; Not Investment-Related; 01/01/2022; 1 to 9 hours per month; 0 during trading hours / FWMG, LLC; I am an associate financial advisor at Fulcrum Wealth Management Group, an AFG practice within Ameriprise Financial. We are compensated by FWMG, LLC as employees of Fulcrum within Ameriprise Financial.; Manage advisory business; 3295 W Elder ST, Suite 205, Boise, ID, 83705; Investment-Related; 03/01/2024; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-22 |
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