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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2019-08-27 |
Branch Locations
1201 Pacific Ave Ste 1250, Tacoma, WA 98402 • United States
Gig Harbor, WA • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tacoma | WA | 09/2011 | 08/2019 |
| Bank Of America, N.A. | Tacomia | WA | 03/2012 | 08/2019 |
| Ameriprise Financial Services Inc | Tacoma | WA | 08/2019 | 03/2020 |
| Ameriprise Financial Services, Llc | Tacoma | WA | 03/2020 | Present |
Real Estate Ownership; Single Family; 7524 Fairwind Lane NW, , Gig Harbor, WA, 98335; Investment-Related; 02/17/2016.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-02-26 |
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