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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-14 |
| DC | RA | APPROVED | 2024-05-21 |
| VA | RA | APPROVED | 2024-05-15 |
Branch Locations
1627 K Street Nw Suite 900, Washington, DC 20006-1710 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Target Corporation | Woodbridge And Manassas | VA | 07/2020 | 06/2022 |
| Target Corporation | Springfield And Gainesville | VA | 03/2020 | 07/2020 |
| George Mason University | Fairfax | VA | 09/2016 | 05/2020 |
| George Mason University Caart Office | Fairfax | VA | 02/2017 | 12/2019 |
| Target Corporation | Gainesville | VA | 06/2019 | 08/2019 |
| George Mason University Caart Office | Fairfax | VA | 01/2018 | 12/2018 |
| Aflac | Fairfax | VA | 05/2018 | 08/2018 |
| Lpl Financial, Llc | Georgetown | DC | 09/2022 | 05/2024 |
| Unemployed | Centreville | VA | 07/2022 | 07/2022 |
| Ameriprise Financial Services Llc | Washington | DC | 05/2024 | Present |
Outside Employment; CORTALE & ASSOCIATES, LLC; Receiving W-2 income for AFA position at Monumental Financial Planning A private wealth advisory practice of Ameriprise Financial Services, LLC Supporting advisor for the practice.; W-2 AFA being paid by Cortale & Associates LLC (DBA Monumental Financial Planning); 1627 K Street NW, Suite 900, Washington, DC, 20006; Investment-Related; 08/22/2022; 40 to 59 hours per month; 40 to 59 during trading hours. Other Business Activities; Independent Newsletter Writer; I plan to maintain a personal, independent online newsletter on a third-party platform. The content consists of general interest writing and personal commentary. It's created outside of work hours and not related to the industry. It has the potential for monetization in the future.; N/A - Online Activity, , Online, VA, 20121; Not Investment-Related; 04/17/2026; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-17 |
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