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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2019-06-10 |
Branch Locations
3332 Bridges Street Suite 4, Morehead City, NC 28557 • United States
Atlantic Beach, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 09/2009 | 06/2019 |
| Ameriprise Financial Services, Inc. | Greenville | NC | 06/2019 | 03/2020 |
| Ameriprise Financial Services, Llc | Morehead City | NC | 03/2020 | Present |
Independent Insurance Brokering; United Healthcare; 01/01/2007; Health / Health Trust Financial; 11/12/2020; / Blue Cross Blue Shield NC; 09/01/2022; / Guarantee Trust Life; 05/16/2023; Health / Protective; 08/01/2023; Fixed Annuity / Talcott Resolution; 11/01/2023; Whole Life / Lincoln Financial; 11/01/2023; Universal Life, Whole Life. Business Ownership; Bogue Banks Holdings, LLC; Created to run the daily perations of the business; see above; 3332 bridges StreetMorehead City, NC 28557, ,; Investment-Related; 06/17/2019; 40 to 59 hours per month; 20 to 39 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 1984-09-24 |
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