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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-10-13 |
| MN | RA | APPROVED | 2018-11-15 |
Branch Locations
701 Carlson Pkwy Ste 1040, Minnetonka, MN 55305 • United States
860 Blue Gentian Rd Ste 295, Eagan, MN 55121 • United States
Hopkins, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota State University Mankato | Mankato | MN | 08/2013 | 05/2017 |
| Ameriprise Financial Services, Inc. | Wayzata | MN | 05/2016 | 03/2020 |
| Ameriprise Financial Services, Llc | Wayzata | MN | 03/2020 | Present |
Business Ownership; Paragon Operations, LLC; Lead the direction and vision of the entity, attend board meetings, and vote as neccessary.; Manage Ameriprise Business; 701 Carlson Parkway, Suite 1040, Minnetonka, MN, 55305; Investment-Related; 01/01/2024; 20 to 39 hours per month; 20 to 39 during trading hours. Outside Employment; Paragon Operations, LLC; Associate Financial Advisor - Provide client service and administrative support for the Ameriprise Financial Practice.; Management; 701 Carlson Parkway, Suite 1040, Minnetonka, MN, 55305; Not Investment-Related; 09/20/2022; 40 to 59 hours per month; 20 to 39 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-14 |
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