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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-03-24 |
Branch Locations
300 Red Brook Blvd Ste 320, Owings Mills, MD 21117 • United States
Easton, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Annapolis | MD | 02/2020 | 03/2023 |
| Heritage Financial Consultants | Hunt Valley | MD | 05/2018 | 01/2021 |
| The Crab Claw Restaurant | St. Michaels | MD | 05/2016 | 08/2017 |
| Towson University | Towson | MD | 08/2016 | 12/2019 |
| Ameriprise Financial Services, Llc | Owings Mills | MD | 03/2023 | Present |
Outside Employment; Brad Schwartz Wealth Management LLC; AFA; Financial Planning Franchise Practice of Ameriprise; 300 Red Brook Blvd , Suite 320, Owings Mills, MD, 21117; Investment-Related; 10/22/2024; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-22 |
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