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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-03-31 |
Branch Locations
1 Tower Ln Ste 2160, Oakbrook Terrace, IL 60181 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Spencer Trask | Evanston | IL | 01/2013 | 12/2018 |
| Kingsbury Capital, Llc | Evanston | IL | 01/2013 | 12/2018 |
| Kingsbury Capital Investment Advisers | Evanston | IL | 01/2013 | 12/2018 |
| Ameriprise Financial Services, Llc | Oakbrook Terrace | IL | 04/2022 | Present |
| Bank Of America | Chicago | IL | 10/2013 | 04/2022 |
Business Ownership; Pena Kalotta LLC; owenr; pass through; 165 N Canal St 623, , Chicago, IL, 60606; Not Investment-Related; 04/06/2022; 0 hours per month; 0 during trading hours / Oakbrook Cornerstone, LLC,; Co-owner; Manage Ameriprise Business; 1 oakbrook tower suite 2160, , oakbrook terrace, IL, 60181; Investment-Related; 10/01/2024; 0 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 2003-10-29 |
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