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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2024-05-22 |
| NY | RA | APPROVED | 2022-01-10 |
Branch Locations
905 Roosevelt Hwy Ste 220, Colchester, VT 05446 • United States
Portland, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Colchester | VT | 06/2021 | Present |
| Premier Banks | Maplewood | MN | 05/2020 | 06/2021 |
| Raymond James | Duluth | MN | 05/2019 | 08/2019 |
| Ameriprise Financial Services, Llc | Burnsville | MN | 05/2018 | 08/2018 |
| University Of Minnesota - Twin Cities | Minneapolis | MN | 08/2017 | 05/2018 |
| Schmelz Countryside | Maplewood | MN | 05/2017 | 08/2017 |
| Schmelz Countryside | Maplewood | MN | 05/2016 | 08/2016 |
| University Of Minnesota Duluth | Duluth | MN | 08/2016 | 05/2020 |
| Student | St. Paul | MN | 08/2003 | 06/2016 |
Outside Employment; R&D Holdings, LLC; Paraplanner - provide support to Advisors with client plan analysis, material, and support.; Manage advisory business; 905 Roosevelt Hwy, Ste 220, Colchester , VT, 05446; Investment-Related; 01/01/2026; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-07 |
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