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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-01-09 |
| AL | RA | APPROVED | 2019-11-01 |
Branch Locations
2835 Zelda Rd Ste 7 & 8, Montgomery, AL 36106 • United States
Montgomery, AL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Chattanooga | TN | 04/2012 | 09/2019 |
| Ameriprise Financial Services, Llc | Birmingham | AL | 10/2019 | 03/2020 |
| Ameriprise Financial Services, Llc | Montgomery | AL | 10/2019 | Present |
Board of Directors; Arrowhead Country Club Ladies Association; Treasurer; 50 ocala Dr, , Montgomery, AL, 36117; Not Investment-Related; 04/14/2021; 1 to 9 hours per month; 1 to 9 during trading hours / Arrowhead Ladies Golf Association; Treasurer; 50 Ocala Drive, , Montgomery, AL, 36117; Not Investment-Related; 01/01/2023; 1 to 9 hours per month; 1 to 9 during trading hours / Arrowhead Country Club Board of Governors; Board member; 50 Ocala Drive, , Montogmery, AL, 36117; Not Investment-Related; 01/10/2024; 1 to 9 hours per month; 1 to 9 during trading hours. Other Business Activities; Wynlakes Womens Association; Vice President for the ladies association. Responsible for planning the speakers at the events and luncheons.; WYnlakes Country Club, Wynlakes Drive, Montgomery, AL, 36117; Not Investment-Related; 07/01/2025; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 1999-01-07 |
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