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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-09 |
| NC | RA | APPROVED | 2024-03-20 |
Branch Locations
Greensboro, NC • United States
919 S Cox St Ste D, Ashboro, NC 27203 • United States
7 Maple Leaf Dr Ste 100, Greensboro, NC 27410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc. | High Point | NC | 10/2013 | 02/2018 |
| Wells Fargo Clearing Services, Llc | High Point | NC | 02/2018 | 04/2021 |
| Raymond James Financial Services, Inc. | High Point | NC | 10/2021 | 02/2024 |
| Raymond James Financial Services Advisors, Inc. | High Point | NC | 10/2021 | 02/2024 |
| Pinnacle Asset Management | High Point | NC | 07/2021 | 03/2024 |
| Pinnacle Financial Partners/Pinnacle Bank | High Point | NC | 07/2021 | 03/2024 |
| Pinnacle Bank/Pinnacle Financial Partners | High Point | NC | 04/2021 | 03/2024 |
| Pinnacle Asset Management | Thomasville | NC | 04/2021 | 03/2024 |
| Ameriprise Financial Services, Llc | Greensboro | NC | 03/2024 | Present |
Real Estate Ownership; Lot/Land; 616 Neals Corner Rd, , Nathalie, VA, 24577; Not Investment-Related; 03/15/2025 / Lot/Land; 5229 Mackay Rd, , Greensboro, NC, 24707; Not Investment-Related; 03/15/2025 / Lot/Land; 624 Coles Ferry Rd, , Nathalie, VA, 24577; Not Investment-Related; 03/15/2025. Other Business Activities; Renting personal home; I am moving to my girlfriend's house and have secured tenants to rent my personal home.; 795 Avalon Springs Ct, , High Point, NC, 27265; Not Investment-Related; 06/12/2024; 0 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-27 |
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