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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2026-03-10 |
| WA | RA | APPROVED | 2019-05-30 |
Branch Locations
2201 Jordan Ave, Juneau, AK 99801-8050 • United States
126 Wells Ave S, Renton, WA 98057 • United States
15215 Se 272Nd St Ste 204, Kent, WA 98042-9918 • United States
Black Diamond, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Agp Wealth Advisors | Renton | WA | 06/2017 | 08/2017 |
| Tahoma School District/ Washington State University | Maple Valley/ Pullman, Wa | WA | 06/2007 | 06/2018 |
| Ameriprise Financial Services, Inc | Bellevue | WA | 08/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | Renton | WA | 03/2020 | Present |
Business Ownership; TPE Holdings, LLC; Member; LLC That holds ownership; 126 Wells Ave S, , Renton, WA, 98057; Investment-Related; 06/30/2025; 0 hours per month; 0 during trading hours. Outside Employment; Heritage Wealth Advisors LLC; Employee; Manage advisory business; 2630 77th Ave Se, , Mercer Island, WA, 98040; Investment-Related; 10/01/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-04-01 |
| S65 | Uniform Investment Adviser Law Examination | 2019-03-04 |
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