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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-04 |
| VA | RA | APPROVED | 2023-11-21 |
Branch Locations
3951 Westerre Pkwy Ste 260, Richmond, VA 23233 • United States
Maidens, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital One | Richmond | VA | 06/2001 | 06/2023 |
| Ameriprise Financial Service, Llc | Richmond | VA | 06/2023 | Present |
Fiduciary Activities; Executor. Board of Directors; Providence Presbytery Church - Elders; Clerk; 3388 Three Chopt Road, , Gum Spring, VA, 23065; Not Investment-Related; 10/08/2025; 1 to 9 hours per month; 0 during trading hours / Goochland Leadership Enterprise; Planning Board; PO Box 2, , Manakin Sabot, VA, 23103; Not Investment-Related; 04/03/2026; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-20 |
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