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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-01-30 |
Branch Locations
1499 Se Tech Center Pl Ste 220, Vancouver, WA 98683 • United States
Vancouver, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Abu Dhabi Commercial Bank | Dubai | 10/2014 | 04/2019 | |
| Superior School Of Real Estate | Asheboro | NC | 04/2019 | 02/2020 |
| Pepsico | Winston Salem | NC | 02/2020 | 02/2021 |
| Provident Credit Union | San Jose | CA | 02/2021 | 07/2022 |
| Keybank | Vancouver | WA | 08/2022 | 07/2024 |
| Key Investment Services Llc | Brooklyn | OH | 03/2023 | 07/2024 |
| Keybank Na | Vancouver | WA | 03/2023 | 07/2024 |
| Ameriprise Financial Services, Llc | Vancouver | WA | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-18 |
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