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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-24 |
| MN | RA | APPROVED | 2018-02-26 |
Branch Locations
333 S 7Th St Suite 1960, Minneapolis, MN 55402-2422 • United States
Fridley, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services Inc | Minneapolis | MN | 12/2017 | 04/2021 |
| Lifeworks Services Inc | Eagan | MN | 09/2014 | 09/2021 |
| Minnesota Council Of Churches | Minneapolis | MN | 07/2017 | 10/2017 |
| Boston University | Boston | MA | 02/2017 | 05/2017 |
| Middlebury School In Jordan | Amman | 08/2015 | 02/2017 | |
| Ameriprise Financial Services, Llc | Minneapolis | MN | 04/2021 | Present |
Real Estate Ownership; Single Family; 727 Mississippi St NE, , Fridley, MN, 55432; Not Investment-Related; 09/01/2025. Business Ownership; Glowing Construction LLC; Co-owner; Construction/home improvement; 727 Mississippi St NE, , Fridley, MN, 55432; Not Investment-Related; 04/03/2026; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Heritage Wealth Advisors LLC; Associate Lead Advisor; Manage advisory business; 333 S 7th ST , Ste 1960, Minneapolis, MN, 55402; Investment-Related; 09/20/2023; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-01 |
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