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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-24 |
| VA | RA | APPROVED | 2025-02-24 |
Branch Locations
11742 Jefferson Ave., Ste. 120, Newport News, VA 23606-4407 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Langley Federal Credit Union | Yorktown | VA | 01/2012 | Present |
| Cetera Investment Services Llc | St. Cloud | MN | 06/2012 | 02/2025 |
| Cetera Investment Advisers Llc | Yorktown | VA | 01/2014 | 02/2025 |
| Ameriprise Financial Services, Llc | Newport News | VA | 02/2025 | Present |
Independent Insurance Brokering; United Life; 08/28/2019; Whole Life, Fixed Annuity / Mass Mutual; 07/06/2023; Fixed Annuity. Outside Employment; Langley Federal Credit Union; Financial Advisor; Manage advisory business; 11742 Jefferson Ave #120, , Newport News, VA, 23606; Investment-Related; 02/24/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-10 |
| S63 | Uniform Securities Agent State Law Examination | 1999-02-22 |
| S65 | Uniform Investment Adviser Law Examination | 1999-02-22 |
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