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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-09-01 |
| SC | RA | APPROVED | 2019-11-26 |
Branch Locations
201 Sigma Dr Ste 300, Summerville, SC 29486 • United States
311 Meetze Ave, Lexington, SC 29072 • United States
259 Seven Farms Dr Ste 200, Daniel Island, SC 29492 • United States
Chapin, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Chapin | SC | 08/2019 | 08/2019 |
| Sage Wealth Advisors | Wayzata | MN | 01/2014 | 07/2019 |
| Amerirprise Financial Services, Inc | Lexington | SC | 08/2019 | 03/2020 |
| Ameriprise Financial Services, Llc | Lexington | SC | 03/2020 | Present |
Business Ownership; Atlas Resources LLC; Established for purposes of shared operational infrastructure, expense management, and continuity planning among team members; Established for purposes of shared operational infrastructure, expense management, and continuity planning among team members; 311 Meetze Ave, , Lexington, SC, 29072; Investment-Related; 01/01/2023; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Atlas Resources LLC; Partner - Established for purposes of shared operational infrastructure, expense management, and continuity planning among team members; ; 311 Meetze Ave, , Lexington, SC, 29072; Investment-Related; 01/01/2023; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-25 |
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