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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2018-02-05 |
| TX | RA | APPROVED | 2018-02-02 |
Branch Locations
11175 Cicero Dr Ste 450, Alpharetta, GA 30022-1166 • United States
2 disclosure categories 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 | Atlanta | GA | 05/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Atlanta | GA | 11/2016 | 02/2018 |
| Ameriprise Financial Services Inc | Atlanta | GA | 02/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | Duluth | GA | 03/2020 | Present |
Real Estate Ownership; Multi-Family; unit 1703w , 13621 perdido key dr, perdido key, FL, 32507; Not Investment-Related; 05/22/2026. Independent Insurance Brokering; new york life; 12/01/2023; Universal Life.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 1985-09-16 |
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