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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-06-29 |
| TX | RA | APPROVED | 2023-06-29 |
Branch Locations
260 N Josephine St Ste 200, Denver, CO 80206 • United States
Lakewood, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And Smith Incorporated | Kalispell | MT | 09/2013 | 06/2023 |
| Bank Of America, N.A. | Kalispell | MT | 02/2014 | 06/2023 |
| Ameriprise Financial Services, Llc | Denver | CO | 06/2023 | Present |
Board of Directors; Human Wildlife Coexistence Initiative; Secretary; 1836 North Alvarado St, , Los Angeles, CA, 90026; Not Investment-Related; 08/01/2024; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-18 |
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