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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-11-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Fort Dodge | IA | 03/2015 | 08/2019 |
| Visionpoint Advisory Group, Llc | Fort Dodge | IA | 03/2015 | 03/2018 |
| Nielsen Financial Management | Fort Dodge | IA | 03/2018 | 11/2024 |
| Ameriprise Financial Services, Llc | Fort Dodge | IA | 11/2024 | Present |
Outside Employment; FISH20, LLC; An Associate Financial Advisor.; Manage advisory business; 31 South 21st Street, , Fort Dodge, IA, 50501; Investment-Related; 11/15/2024; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-11-29 |
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