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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2020-01-07 |
Branch Locations
3908 Springfield Rd, Glen Allen, VA 23060 • United States
3130 Chaparral Dr Ste 204 Bldg B, Roanoke, VA 24018 • United States
Roanoke, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc. | Roanoke | VA | 03/2018 | 04/2019 |
| Wells Fargo Bank Na | Roanoke | VA | 04/2016 | 04/2019 |
| Ameriprise Financial Services, Inc | Roanoke | VA | 01/2020 | 03/2020 |
| Old Dominion University | Roanoke | VA | 04/2019 | Present |
| Ameriprise Financial Services, Llc | Roanoke | VA | 03/2020 | Present |
Other Business Activities; Toastmasters; Will be Vice President of Education which involves helping members sign up for education tracks and recording their completion of those education tracks.; 9127 S. Jamaica St, Suite 400, Englewood, CO, 80112; Not Investment-Related; 08/05/2025; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 2018-06-08 |
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