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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-07 |
| OK | RA | APPROVED | 2024-08-13 |
Branch Locations
9104 N Kelley Ave, Oklahoma City, OK 73131-2418 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Oklahoma City | OK | 06/2022 | Present |
| University Of Oklahoma | Norman | OK | 01/2022 | 12/2022 |
| Lowe's | Stillwater | OK | 06/2021 | 12/2021 |
| Osu Housing And Residential Life | Stillwater | OK | 01/2019 | 05/2021 |
| Holiday Retirement | Little Rock | AR | 11/2014 | 07/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-02 |
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