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One North Brentwood Boulevard Suite 850, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-06-27 |
Branch Locations
One North Brentwood Boulevard Suite 850, St. Louis, MO 63105 • United States
90 South Cascade Avenue Suite 1140, Colorado Springs, CO 80903 • United States
One North Brentwood Blvd, Suite 850, St. Louis, MO 63105 • USA
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Colorado Springs | CO | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Colorado Springs | CO | 11/2016 | 07/2018 |
| Ameriprise Financial Services Inc | Denver | CO | 07/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | Denver | CO | 03/2020 | 06/2024 |
| Benjamin F. Edwards & Co, Inc | Colorado Springs | CO | 06/2024 | Present |
PIckleball instruction and pickleball paddle sales; non-investment related; Colorado Springs, CO; teaching pickleball; not civic/charitable/fraternal; start date Oct. 15, 2020; 10 hours/month; 0 hours during trading hours; giving pickleball instruction and selling pickleball paddles
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 1986-02-07 |
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