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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2020-01-02 |
Branch Locations
409 E Cook Rd Ste 300, Fort Wayne, IN 46825 • United States
Fort Wayne, IN • United States
2260 Oakmont Way Ste 5, Eugene, OR 97401-5524 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Merrillville | IN | 07/1999 | 12/2019 |
| Mml Investors Services | Merrillville | IN | 07/1999 | 12/2019 |
| Ameriprise Financial Services Inc | Merrillville | IN | 01/2020 | 11/2020 |
| The Shaner Agency | Merrillville | IN | 09/1999 | 04/2017 |
| The Horton Group | Schererville | IN | 04/2017 | 08/2019 |
| Hylant | Fort Wayne | IN | 09/2019 | 01/2020 |
| Ameriprise Financial Services, Llc | Fort Wayne | IN | 11/2020 | Present |
Outside Employment; Practice Management Associates; Associate Financial Advisor - Advisor and administrative work; ; 409 E Cook Rd Suite 300, , Fort Wayne, IN, 46825; Investment-Related; 11/30/2020; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-13 |
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