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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-06-15 |
| TX | RA | APPROVED_RES | 2026-06-15 |
Branch Locations
Evansville, IN • United States
1900 Hirschland Rd, Evansville, IN 47715-8249 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Liberty Fcu (Formerly Evansville Teachers Fcu) | Evansville | IN | 04/2013 | Present |
| Cuna Brokerage Services, Inc. | Waverly | IA | 04/2013 | 05/2022 |
| Lpl Financial Llc | Evansville | IN | 05/2022 | 06/2026 |
| Ameriprise Financial Services, Llc | Evansville | IN | 06/2026 | Present |
Board of Directors; Evansville Christian Life Center; Board member; 509 S Kentucky Ave, , Evansville, IN, 47714; Not Investment-Related; 01/01/2024; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Liberty Wealth Services; financial advisor; Financial Advisor; 1900 Hirschland Road, , Evansville, IN, 47715; Investment-Related; 06/15/2026; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 2012-03-21 |
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