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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-11-25 |
Branch Locations
3475 Lenox Rd Ne Ste 600, Atlanta, GA 30326-3219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Atlanta | GA | 03/2024 | Present |
| Mountain Academy | Jackson | WY | 07/2015 | 06/2021 |
| Shooting Star | Teton Village | WY | 06/2021 | 08/2021 |
| Franklin And Marshall College | Lancaster | PA | 08/2021 | 05/2025 |
| Gervais Capital Management | Teton Village | WY | 06/2023 | 08/2023 |
Outside Employment; Surge Lacrosse; Lacrosse coach; Youth lacrosse Coach; 4111 Northside Parkway, NW, , Atlanta, GA, 30327; Not Investment-Related; 08/15/2026; 10 to 19 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-21 |
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