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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-24 |
| MD | RA | APPROVED | 2025-02-17 |
Branch Locations
180 Admiral Cochrane Dr Ste 550, Annapolis, MD 21401-8411 • United States
Odenton, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors | Columbia | MD | 06/2022 | 12/2022 |
| Towson University | Towson | MD | 08/2020 | 08/2022 |
| Oppenheimer & Co. Inc. | Washington, Dc | DC | 03/2023 | 02/2025 |
| Towson University | Towson | MD | 08/2018 | 08/2022 |
| Arundel High School | Gambrills | MD | 08/2014 | 08/2018 |
| Unemployed | Baltimore | MD | 12/2022 | 03/2023 |
| Ameriprise Financial Services, Llc | Annapolis | MD | 02/2025 | Present |
Outside Employment; Waypoint Group LLC; Work related to the AFA role.; Compensation from Franchise Advisors for AFA role/task.; 180 ADMIRAL COCHRANE DR, Ste. 550, ANNAPOLIS, MD, 21401-8411; Investment-Related; 02/13/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-20 |
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