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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-09-24 |
| ID | RA | APPROVED | 2020-08-17 |
Branch Locations
1211 Michigan St Ste A, Sandpoint, ID 83864 • United States
Sandpoint, ID • United States
1 disclosure category 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 |
|---|---|---|---|---|
| National Planning Corporation | Sandpoint | ID | 03/2016 | 11/2017 |
| Lpl Financial Llc | Sandpoint | ID | 11/2017 | 08/2020 |
| Ameriprise Financial Services, Llc | Sandpoint | ID | 08/2020 | Present |
Business Ownership; TPE Holdings, LLC; Member; Manage Ameriprise Business; 126 Wells Ave So, , Renton, WA, 98057; Investment-Related; 06/01/2025; 0 hours per month; 0 during trading hours. Board of Directors; Innovia Foundation; Board Memeber Investment Committee; 421 W Riverside, , Spokane, WA, 99201; Investment-Related; 08/01/2020; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Heritage Wealth Advisors LLC; Employee; Manage advisory business; 2630 77th Ave Se, Suite 110, Mercer Island, WA, 98040; Investment-Related; 10/01/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 2010-03-03 |
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