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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-28 |
| OH | RA | APPROVED | 2022-07-20 |
Branch Locations
313A Bierly Rd, Portsmouth, OH 45662-8805 • United States
Wheelersburg, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Charleston | WV | 06/2017 | 06/2022 |
| Ag Solutions | Huntington | WV | 10/2016 | 06/2017 |
| Developmental Therapy Center | Huntington | WV | 01/2017 | 05/2017 |
| Enterprise Holdings | Huntington | WV | 04/2016 | 05/2017 |
| Strategic Resolutions Experts | Martinsburg | WV | 05/2016 | 06/2017 |
| Onemain Financial | Ironton | OH | 05/2016 | 01/2017 |
| Ameriprise Financial Services, Llc | Portsmouth | OH | 06/2022 | Present |
Outside Employment; Blue Sky Innovative Solutions; Analytics contractor - Data cleaning and analytics as assignments come in during evenings/weekends; no data are investment/finance related; no Ameriprise clients involved; ; 1025 Connecticut Ave NW, , Washington, DC, 20036; Not Investment-Related; 06/01/2022; 1 to 9 hours per month; 0 during trading hours / Shine Systems LLC; Analytics contractor - Data cleaning and analytics as assignments come in during evenings/weekends; no data are investment/finance related; no Ameriprise clients involved; ; 1 Morton Dr Suite 201, , Charlottesville, VA, 22903; Not Investment-Related; 06/01/2022; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-01 |
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