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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-10-10 |
| TX | RA | APPROVED | 2025-10-03 |
Branch Locations
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 |
|---|---|---|---|---|
| Royal United Mortgage | Schaumburg | IL | 05/2016 | 09/2016 |
| Capital Trading Group | Chicago | IL | 09/2016 | 07/2019 |
| Liccar Securities, Llc | Chicago | IL | 06/2017 | 03/2018 |
| United Advisors America Corporation | Frisco | TX | 01/2020 | 07/2020 |
| Alliance America | University Park | FL | 01/2020 | 07/2020 |
| Sweet Futures | Chicago | IL | 07/2019 | 01/2020 |
| Edward Jones | St Louis | MO | 05/2021 | 10/2025 |
| Jd Mellberg | Barrington | IL | 07/2020 | 01/2021 |
| Independent Insurance Agent | Barrington | IL | 01/2021 | 05/2021 |
| Ameriprise Financial Services, Llc | Schaumburg | IL | 10/2025 | Present |
Independent Insurance Brokering; Mutual of Omaha; 03/20/2019; Whole Life. Board of Directors; New Life Corrections Advisory Board; Board member volunteer; 215 E New York Street, , Aurora, IL, 60505; Not Investment-Related; 03/09/2026; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-03 |
| S65 | Uniform Investment Adviser Law Examination | 2018-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 2002-04-03 |
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