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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-22 |
| GA | RA | APPROVED | 2023-06-26 |
Branch Locations
367 Atlanta St Se, Marietta, GA 30060 • United States
Marietta, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Delaurier Lawns Llc | Athens | GA | 04/2021 | 12/2022 |
| Greenscapes Shrub & Turf | Athens | GA | 05/2019 | 11/2020 |
| Arc Electric | Athens | GA | 05/2018 | 07/2018 |
| University Of Georgia | Athens | GA | 08/2019 | 12/2022 |
| Prince Avenue | Bogart | GA | 08/2011 | 05/2018 |
| University Of North Georgia | Dahlonega | GA | 08/2018 | 05/2019 |
| 49 Financial | Atlanta | GA | 01/2023 | 02/2023 |
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2023 | 05/2023 |
| Ameriprise Financial Services, Llc | Marietta | GA | 05/2023 | Present |
Real Estate Ownership; Multi-Family; 845 Wilson Circle, , Marietta, GA, 30064; Investment-Related; 04/01/2024 / Multi-Family; 210 Park Street SE, , Marietta, GA, 30060; Investment-Related; 03/25/2025. Business Ownership; Guest Focused Property Management LLC; Owner; Real Estate; 1800 Pinedale Drive NW, , Atlanta, GA, 30314; Investment-Related; 03/01/2026; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-31 |
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