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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-28 |
| IL | RA | APPROVED | 2018-06-22 |
Branch Locations
201 W Main St, Monticello, IL 61856 • United States
Cerro Gordo, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First State Bank Of Monticello | Monticello | IL | 05/2000 | Present |
| Investment Professionals, Inc. | Monticello | IL | 05/2007 | 09/2018 |
| Ameriprise Financial Services, Inc | Monticello | IL | 06/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | Monticello | IL | 03/2020 | Present |
| First State Bank And Trust | Monticello | IL | 05/2020 | Present |
Board of Directors; Piatt County Mental Health; Director; 1921 N Market Street, , Monticello, IL, 61856; Not Investment-Related; 03/08/2021; 1 to 9 hours per month; 0 during trading hours. Outside Employment; First State Bank and Trust; Vice President and Trust Officer - I head the trust department.; Banking ; 201 W. Main Street, , Monticello, IL, 61856; Not Investment-Related; 05/04/2000; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-08 |
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