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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-06-17 |
Branch Locations
300 S Tryon St, Charlotte, NC 28202 • United States
Charlotte, NC • United States
Charlotte, NC • 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 |
|---|---|---|---|---|
| Morgan Stanley | Charlotte | NC | 12/2017 | 09/2021 |
| Lpl Financial | Charlotte | NC | 03/2017 | 12/2017 |
| Axa Equitable | Charlotte | NC | 10/2016 | 12/2016 |
| The Hartford Insurance Group | Charlotte | NC | 02/2014 | 10/2016 |
| Nike | Charlotte | NC | 10/2016 | 01/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 09/2021 | 04/2026 |
| Ameriprise Financial Services, Llc | Charlotte | NC | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-15 |
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