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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-22 |
| NM | RA | APPROVED | 2025-12-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bear Paddle | Marlton | NJ | 04/2019 | 03/2020 |
| Medspeed | Marlton | NJ | 06/2018 | 04/2019 |
| Nestle Waters North America | Greenwood | IN | 06/2014 | 05/2018 |
| Unemployed | Bellmawr | NJ | 03/2020 | 01/2022 |
| First Command Brokerage Services, Inc. | Fort Worth | TX | 01/2022 | 06/2022 |
| First Command Advisory Services, Inc. | Fort Worth | TX | 01/2022 | 09/2023 |
| Raymond James Financial Services, Inc. | Albuquerque | NM | 09/2023 | 11/2025 |
| Raymond James Financial Services Advisors, Inc. | Albuquerque | NM | 09/2023 | 11/2025 |
| Prevender Financial Services, Llc | Albuquerque | NM | 09/2023 | Present |
| Ameriprise Financial Services, Llc | Albuquerque | NM | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-14 |
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