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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-04 |
Branch Locations
16037 Sw Upper Boones Ferry Rd Ste 175, Portland, OR 97224 • United States
Portland, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Beaverton | OR | 09/2016 | 09/2018 |
| Wells Fargo Clearing Services, Llc | Beaverton | OR | 09/2018 | 02/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Portland | OR | 02/2020 | 07/2021 |
| Bank Of America., N.A. | Portland | OR | 02/2020 | 07/2021 |
| Wells Fargo Bank | Beaverton | OR | 08/2015 | 09/2016 |
| Ameriprise Financial Services Llc | Portland | OR | 08/2021 | Present |
Board of Directors; Tualatin Hills Park Foundation; trustee; 15707 SW Walker Rd, , Beaverton, OR, 97006; Not Investment-Related; 11/17/2025; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-30 |
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