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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-28 |
| IL | RA | APPROVED | 2021-10-11 |
Branch Locations
204 N Prospect Rd, Bloomington, IL 61704 • United States
Bloomington, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First State Bank And Trust | Bloomington | IL | 10/2012 | 03/2020 |
| Investment Professionals Inc | San Antonio | TX | 10/2012 | 09/2018 |
| Ameriprise Financial Services, Inc. | Bloomington | IL | 09/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | Bloomington | IL | 03/2020 | Present |
Board of Directors; Spring Ridge HOA; Treasurer; PO Box 3121, , Bloomington, IL, 61702; Investment-Related; 06/01/2023; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; First State Bank and Trust; Vice President - Full-time Wealth Advisor for the Trust Department.; Leaving role as VP of Retail Banking for the bank. I would become a full-time employee of our Trust/Wealth Management Division of the bank.; 204 N. Prospect RdBloomington, Il 61704, , Bloomington, IL, 61704; Not Investment-Related; 04/01/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-03 |
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