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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2019-02-20 |
| TX | RA | APPROVED_RES | 2019-02-18 |
Branch Locations
13710 Fnb Pkwy Ste 100, Omaha, NE 68154-5298 • United States
Boerne, TX • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Omaha | NE | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Omaha | NE | 11/2016 | 02/2019 |
| Ameriprise Financial Services, Inc. | Omaha | NE | 02/2019 | 03/2020 |
| Ameriprise Financial Services, Llc | Omaha | NE | 03/2020 | Present |
Business Ownership; Whiskey Ridge Exotics LLC; Owner; Breeding exotic livestock on my ranch.; 77 Bella Springs Rd, , Boerne, TX, 78006; Not Investment-Related; 11/07/2025; 10 to 19 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 1979-10-17 |
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