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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-03-27 |
| DC | RA | APPROVED | 2024-03-19 |
| MD | RA | APPROVED | 2024-02-09 |
| TX | RA | APPROVED_RES | 2024-02-09 |
Branch Locations
11350 Mccormick Rd Executive Plaza I Ste 500, Hunt Valley, MD 21031-1002 • United States
8251 Greensboro Dr Ste 310, Mc Lean, VA 22102 • United States
Washington, DC • 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 | Washington | DC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Washington | DC | 11/2016 | 01/2020 |
| Oppenheimer & Co. Inc. | Washington | DC | 01/2020 | 01/2024 |
| Ameriprise Financial Services, Llc | Mc Lean | VA | 02/2024 | Present |
Outside Employment; J&R Juergensen; I am Financial Advisor/Senior Vice President; Manage advisory business; 8251 Greensboro Drive, Suite 310, McLean, VA, 22102; Investment-Related; 02/12/2024; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 1983-03-04 |
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