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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-02-11 |
| TX | RA | APPROVED_RES | 2025-02-11 |
Branch Locations
3700 South Blvd., Ste. 400, Charlotte, NC 28209-2394 • United States
100 W Walnut St, Pasadena, CA 91124-0001 • United States
435 N Trade St, Matthews, NC 28105-1862 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc. | Charlotte | NC | 12/2016 | 10/2018 |
| Wells Fargo Bank Na | Charlotte | NC | 08/2012 | 10/2018 |
| Pruco Securities, Llc | Charlotte, | NC | 09/2018 | 03/2020 |
| Cuso Financial Services, L.P. | San Diego | CA | 03/2020 | 02/2025 |
| Ameriprise Financial Services, Llc | Matthews | NC | 02/2025 | Present |
Outside Employment; Skyla Credit Union; Employee; Financial Advice; 435 N Trade St, , Matthews, NC, 28105; Investment-Related; 02/10/2025; 40 to 59 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-03 |
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