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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2022-09-16 |
Branch Locations
412 E Parkcenter Blvd Suite 209, Boise, ID 83706 • United States
Meridian, ID • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Boise | ID | 06/2021 | Present |
| Cariboo Wealth Advisors | Spokane | WA | 06/2020 | 05/2021 |
| Gonzaga University | Spokane | WA | 08/2017 | 05/2021 |
| Bishop Kelly High School | Boise | ID | 08/2014 | 05/2017 |
| Challenger Hospitality Group | Boise | ID | 06/2018 | 08/2018 |
| American Geotechnics | Boise | ID | 07/2018 | 09/2019 |
| All Lawns Llc | Bosie | ID | 06/2019 | 08/2019 |
Outside Employment; Lancer Erwin Support Services; Associate Financial Advisor - Assistant, Support, AFA; Payroll Entity; 412 E Parkcenter Blvd, Suite 209, Boise, ID, 83706; Not Investment-Related; 06/01/2021; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-06 |
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