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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-07-15 |
Branch Locations
7900 International Drive Suite 405, Bloomington, MN 55425 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Golden Valley | MN | 04/2021 | 04/2025 |
| American Bank | Bozeman | MT | 11/2018 | 03/2021 |
| Bank Of Bozeman | Bozeman | MT | 03/2017 | 10/2018 |
| Aaron's, Inc. | Bozeman | MT | 02/2016 | 02/2017 |
| Integrated Equity Management | Bloomington | MN | 04/2025 | Present |
| Commonwealth Financial Network | Waltham | MA | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-17 |
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