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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-09-19 |
| ID | RA | APPROVED | 2016-01-04 |
| WA | RA | APPROVED | 2015-10-27 |
Branch Locations
3295 W Elder St Ste 205, Boise, ID 83705 • United States
Meridian, ID • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Boise | ID | 08/2014 | 03/2020 |
| Ameriprise Financial Services, Llc | Boise | ID | 03/2020 | Present |
Business Ownership; Archerfield LLC; Co-owner; Real Estate; 2120 W Root Creek St, , Meridian, ID, 83646; Not Investment-Related; 01/30/2023; 0 hours per month; 0 during trading hours / The Cabin Next Door LLC; Co-owner; Real Estate; 2120 W Root Creek St, , Meridian, ID, 83646; Not Investment-Related; 01/23/2023; 0 hours per month; 0 during trading hours. Board of Directors; Ignite Sports; Board Member, Volleyball Director; 2120 W Root Creek St, Meridian ID 83646, ,; ; 09/01/2015; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Ignite Volleyball Club; Coach -; Youth Sports Club, Volleyball, our daughters volleyball team; 2120 W Root Creek St, Meridian, ID 83646, ,; Not Investment-Related; 09/01/2015; 10 to 19 hours per month; 0 during trading hours / Fulcrum Wealth Management Group; Financial Advisor -; Financial Advisor, APMA; 3295 W Elder St, Suite 205, Boise, ID, 83705; Investment-Related; 10/02/2017; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-11-11 |
| S65 | Uniform Investment Adviser Law Examination | 2015-10-15 |
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