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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-02-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mp Financial Planning | Springfield | VA | 11/2017 | 01/2021 |
| Unemployed | Springfield | VA | 04/2016 | 11/2017 |
| Ameriprise Financial Services, Llc | Fairfax | VA | 01/2021 | Present |
Outside Employment; CME Advancing Partners, LLC; Associate Financial Advisor - Prepare financial planning documents for advisor, prepare agendas and materials for client meetings, assist advisor in servicing client accounts. Attend client meetings.; Private Practice of Ameriprise Financial Services; 3959 Pender Dr, Suite 108, , Fairfax, VA, 22030; Investment-Related; 10/16/2024; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-12 |
| S65 | Uniform Investment Adviser Law Examination | 2017-09-11 |
| S65 | Uniform Investment Adviser Law Examination | 2017-09-11 |
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