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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-01 |
| WA | RA | APPROVED | 2023-03-06 |
Branch Locations
310 120Th Ave Ne Ste 101, Bellevue, WA 98005 • United States
Mountlake Terrace, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Edmonds | WA | 09/2017 | 01/2023 |
| Mountain America Federal Credit Union | West Jordan | UT | 12/2009 | 09/2017 |
| Designer Shoe Warehouse | Seattle | WA | 08/2018 | 02/2019 |
| Ameriprise Financial Services, Llc | Bellevue | WA | 02/2023 | Present |
Real Estate Ownership; Single Family; 845 E 100 S, , Salt Lake City, UT, 98102; Not Investment-Related; 04/01/2018. Board of Directors; Bridgehaven HOA Board; HOA Board; 13205 15th Ave NE , , Seattle , WA, 98125; Not Investment-Related; 05/29/2023; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Thumper Enterprises, LLC; Financial Advisor - Client Services; ; 310 120th Ave NE, , Bellevue, WA, 98005; Not Investment-Related; 02/21/2023; 40 to 59 hours per month; 20 to 39 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-01 |
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