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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-09 |
| NC | RA | APPROVED | 2024-07-30 |
Branch Locations
300 S Tryon St, Charlotte, NC 28202 • United States
Charlotte, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 11/2021 | 01/2024 |
| Charlotte Mecklenburg Library | Charlotte | NC | 01/2012 | 11/2021 |
| Ameriprise Financial Services, Llc | Charlotte | NC | 04/2024 | Present |
| Unemployed | Charlotte | NC | 01/2024 | 04/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 2022-01-14 |
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