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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-08-07 |
Branch Locations
161 E Rivulon Blvd Ste 108, Gilbert, AZ 85297 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Gilbert | AZ | 06/2023 | Present |
| Ernst & Young Lllp | Phoenix | AZ | 07/2016 | 09/2020 |
| Casey Lesueur Getz Cpas Pllc | Mesa | AZ | 10/2020 | 06/2023 |
Business Ownership; BNL Tax & Advisory PLLC; Owner; Tax Preparation; 4360 E. Brown Rd Suite 108, , Mesa, AZ, 85205; Not Investment-Related; 07/28/2023; 60 hours per month; 60 during trading hours. Outside Employment; BNL Tax & Advisory PLLC; Owner; Tax Preparation; 4360 E. Brown Rd Suite 108, , Mesa, AZ, 85204; Not Investment-Related; 07/28/2023; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-02 |
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