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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-22 |
Branch Locations
300 S Tryon St, Charlotte, NC 28202 • United States
Huntersville, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 05/2025 | 07/2026 |
| Skyla Credit Union | Harrisburg | NC | 12/2024 | 05/2025 |
| Target | Huntersville | NC | 08/2024 | 12/2024 |
| Wells Fargo | Charlotte | NC | 08/2022 | 08/2024 |
| Lowes Food | Huntersville | NC | 04/2023 | 10/2024 |
| Lowe's | Huntersville | NC | 06/2022 | 10/2022 |
| Eastover Elementary School | Charlotte | NC | 02/2022 | 08/2022 |
| H&R Block | Charlotte | NC | 12/2021 | 01/2022 |
| Amazon | Concord | NC | 11/2021 | 12/2021 |
| Verizon | Charlotte | NC | 09/2018 | 10/2021 |
| Northgate Stadium 10 | Durham | NC | 03/2018 | 08/2018 |
| Wendys | Morrisville | NC | 03/2018 | 07/2018 |
| Applebees | Raleigh | NC | 03/2018 | 05/2018 |
| The Steel Network Inc | Durham | NC | 08/2017 | 11/2017 |
| Army Reserve | Cary | NC | 02/2009 | 03/2018 |
| Sunstate Security | Durham | NC | 01/2015 | 06/2017 |
| Frontier Communications | Durham | NC | 12/2015 | 06/2017 |
| Cinemark Movie Bistro | Charlotte | NC | 06/2019 | 06/2019 |
| Strayer University | Charlotte | NC | 02/2019 | 12/2020 |
| Strayer University | Huntersville | NC | 01/2021 | 12/2021 |
| Ameriprise Financial Services, Llc | Charlotte | NC | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-11 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-25 |
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