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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-07-16 |
| IL | RA | APPROVED | 2009-10-05 |
Branch Locations
3030 Warrenville Rd Ste 420, Lisle, IL 60532-1000 • United States
Naperville, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| H & R Block Financial Advisors, Inc. | Orland Park | IL | 06/1999 | Present |
| Ameriprise Financial Services, Inc. | Orland Park | IL | 10/2009 | 03/2020 |
| Ameriprise Financial Services, Llc | Lisle | IL | 03/2020 | Present |
Business Ownership; SCS Corp; Office expense sharing; Office expense sharing; 3030 Warrenville Rd Suite 420, , Lisle, IL, 60532; Not Investment-Related; 03/11/2020; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-20 |
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