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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Berkeley | CA | 06/2018 | 02/2020 |
| Indiana University Recreational Sports | Bloomington | IN | 01/2015 | 05/2018 |
| Butler Weihmuller Katz Craig, Llc | Tampa | FL | 05/2018 | 06/2018 |
| Butler Weihmuller Katz Craig, Llc | Tampa | FL | 05/2017 | 08/2017 |
| Pinot's Palette | Wesley Chapel | FL | 05/2017 | 08/2017 |
| Student | Bloomington | IN | 08/2014 | 05/2018 |
| Charles Schwab Bank | Berkeley | CA | 11/2019 | 12/2020 |
| Butler Wiehmuller Katz Craig Llp | Tampa | FL | 01/2021 | 08/2021 |
| Georgia Institute Of Technology | Atlanta | GA | 08/2021 | 05/2022 |
| Crestview Partners, | Manhattan | NY | 05/2022 | 08/2022 |
| An Exceptional Life Financial, Llc | Indianapolis | IN | 09/2022 | 08/2023 |
| Modera Wealth Management, Llc | Westwood | NJ | 08/2023 | 04/2026 |
| Ameriprise Financial Services, Llc | Houston | TX | 07/2026 | Present |
FPA, investment related, 2886 Sandy Plains Rd, Unit 669033, Marietta, GA 30066, professional networking and development, DEI Director for FPA Georgia chapter, 10/01/2022, 5 hrs/mo; 2 hrs/mo during trading hours, host events and manage incorporating DEI into the chapter; FPA, investment related, 1290 Broadway, Suite 1625, Denver, CO 80203, professional networking and development, Head of National DEI Committee, 7/1/2023 6 hrs/mo; 2hrs/mo during trading hours, host monthly meetings re how FPA implements DEI practices, help choose DEI scholarship recipients, prepare speaking engagements, host calls for the local chapters DEI leaders.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-04 |
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