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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-27 |
| SC | RA | APPROVED | 2025-09-26 |
Branch Locations
8 S Poinsett Hwy, Travelers Rest, SC 29690-1822 • United States
Pelzer, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bob Jones Academy / Hampton Park Christian School | Greenville | SC | 03/2014 | 05/2020 |
| Bob Jones University | Greenville | SC | 08/2020 | 08/2023 |
| Vip Technology | Campobello | SC | 05/2020 | 08/2020 |
| Quiktrip | Greer | SC | 08/2020 | 12/2020 |
| Southeastern Freight Lines | Piedmont | SC | 12/2020 | 05/2021 |
| Peery Construction | Greenville | SC | 07/2017 | 09/2022 |
| Common Sense Retirement Planning | Greenville | SC | 08/2022 | 08/2024 |
| Madison Avenue Securities | San Diego | CA | 08/2022 | 08/2024 |
| Ameriprise Financial Services, Llc | Travelers Rest | SC | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 2025-08-22 |
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