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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-04 |
| WA | RA | APPROVED | 2023-09-27 |
| CO | RA | APPROVED | 2023-07-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Spokane | WA | 12/2022 | Present |
| Pam Health | Westminster | CO | 06/2022 | 11/2022 |
| Unemployed | Roswell | NM | 05/2022 | 06/2022 |
| Encompass Health | Savannah | GA | 09/2019 | 05/2022 |
| Ernest Health | Flagstaff | AZ | 06/2015 | 06/2019 |
Outside Employment; GLG, Inc.; Consultant - Infrequent consultations with unaffiliated businesses in the healthcare industry. I will be send requests for consultation, and I have the opportunity to accept/deny the request.; ; 60 E. 42nd Street, , New York, NY, 10165; Not Investment-Related; 03/01/2022; 1 to 9 hours per month; 1 to 9 during trading hours / Treehouse Management Services LLC; Planning Specialist - Financial planning practice support.; Managing operations for the Ameriprise practice.; 309 E Farwell Rd #300, , Spokane, WA, 99218; Investment-Related; 03/31/2023; 60 hours per month; 60 during trading hours / Coleman Research Group, Inc.; Consultant - I am a consultant that will get requests for consultations that I can accept/deny. All requests are related to the healthcare industry.; Doing consulting related strictly to the healthcare industry.; 750 Lexington Ave, , New York, NY, 10022; Not Investment-Related; 10/04/2022; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-26 |
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