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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2023-11-24 |
| TX | RA | APPROVED | 2023-01-30 |
| MS | RA | APPROVED | 2022-09-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Natchez | MS | 04/2022 | Present |
| Trinity Episcopal School | Natchez | MS | 05/2012 | 05/2017 |
| Darby's Furniture | Natchez | MS | 05/2015 | 03/2022 |
| The University Of Mississippi | Oxford | MS | 08/2017 | 05/2021 |
| Ernst & Young Llp | Memphis | TN | 01/2021 | 03/2021 |
| Silas Simmons Llp | Natchez | MS | 06/2019 | 08/2019 |
| Alpine Camp For Boys | Mentone | AL | 05/2018 | 07/2018 |
Board of Directors; Natchez Chamber of Commerce; Board Member; 211 Main Street, , Natchez, MS, 39120; Not Investment-Related; 02/21/2023; 1 to 9 hours per month; 1 to 9 during trading hours / Finance Committee; Board Member; 511 Jefferson St., , Natchez, MS, 39120; Not Investment-Related; 01/01/2024; 1 to 9 hours per month; 1 to 9 during trading hours / Beau Pre' Finance Committee; Committee Member; 40 Club Dr., , Natchez, MS, 39120; Not Investment-Related; 01/06/2024; 1 to 9 hours per month; 0 during trading hours / Pieces of B.L.U.E.; Board Member; 109 Mansfield Drive, , Natchez, MS, 39120; Not Investment-Related; 06/01/2025; 1 to 9 hours per month; 1 to 9 during trading hours / Rotary Club of Natchez Board; Rotary Club of Natchez Board Member; PO Box 50 , , Natchez, MS, 39121; Not Investment-Related; 09/01/2025; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-14 |
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