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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-25 |
| VA | RA | APPROVED | 2024-03-25 |
Branch Locations
901 Richmond Road, Williamsburg, VA 23185-2821 • United States
Williamsburg, VA • 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 |
|---|---|---|---|---|
| College Of William And Mary | Williamsburg | VA | 08/2017 | 03/2024 |
| Thomas Nelson Community College | Williamsburg | VA | 06/2016 | 05/2017 |
| Compass Wealth Strategies | Williamsburg | VA | 05/2017 | 05/2018 |
| Davenport And Company | Richmond | VA | 06/2018 | 08/2018 |
| Raymond James Financial Services, Inc | Williamsburg | VA | 09/2018 | 03/2024 |
| Raymond James Financial Services Advisors, Inc | Williamsburg | VA | 04/2019 | 03/2024 |
| Ameriprise Financial Services, Llc | Williamsburg | VA | 03/2024 | Present |
Business Ownership; Oikonomos, LLC; Owner; Manage Ameriprise Business; 901 Richmond Rd, , Williamsburg, VA, 23185; Investment-Related; 06/24/2026; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-26 |
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