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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-07-29 |
| TX | RA | APPROVED | 2026-05-15 |
| CO | RA | APPROVED | 2024-04-03 |
Branch Locations
48 Mount Vernon St Ste 300, Winchester, MA 01890 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lone Tree | CO | 10/2015 | 04/2024 |
| Charles Schwab Bank | Lone Tree | CO | 10/2015 | 04/2024 |
| Ameriprise Financial Services, Llc | Denver | CO | 04/2024 | Present |
Outside Employment; Watermelon Bay, LLC; Financial advisor for clients of Ameriprise; Manage advisory business; 48 Mt. Vernon St., Suite 301, Winchester, MA, 01890; Investment-Related; 04/01/2024; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-16 |
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