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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-07-29 |
| CA | RA | APPROVED | 2021-08-25 |
| WI | RA | APPROVED | 2021-08-25 |
Branch Locations
24025 Park Sorrento Ste 320, Calabasas, CA 91302 • United States
Appleton, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Appleton | WI | 04/2008 | 06/2018 |
| Ameriprise Financial Services, Inc. | Appleton | WI | 06/2018 | 06/2019 |
| Lpl Financial Llc | Menasha | WI | 01/2020 | 01/2021 |
| Unemployed | Appleton | WI | 06/2019 | 01/2020 |
| Ameriprise Financial Services, Llc | Calabasas | CA | 08/2021 | Present |
| Unemployed | Appleton | WI | 01/2021 | 08/2021 |
| Prospera Credit Union | Menasha | WI | 01/2020 | 01/2021 |
Outside Employment; TRLT Ventures LLC; Employee of TRLT Ventures LLC; Manage advisory business; 8008 N. High St., , Columbus, OH, 43235; Investment-Related; 12/10/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-28 |
| S65 | Uniform Investment Adviser Law Examination | 2006-06-30 |
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