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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2021-11-05 |
Branch Locations
1433 N Water St Ste 400, Milwaukee, WI 53202-2603 • United States
Milwaukee, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Milwaukee | WI | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Milwaukee | WI | 11/2016 | 11/2021 |
| Ameriprise Financial Services, Llc | Milwaukee | WI | 11/2021 | Present |
Board of Directors; Milwaukee Bay Soling Fleet; Member; 1160 E. Kane Place, , Milwaukee, WI, 53202; Not Investment-Related; 11/22/2021; 1 to 9 hours per month; 0 during trading hours / United States Soling Association; Treasurer; 1160 E. Kane Pl., , Milwaukee, WI, 53202; Not Investment-Related; 11/22/2021; 1 to 9 hours per month; 1 to 9 during trading hours / Executive Comm. of the ISA; Vice-President; Espana 1262, , San Isidro, Buenos Aires, , ARG; Not Investment-Related; 06/25/2024; 1 to 9 hours per month; 1 to 9 during trading hours / Milwaukee Public Library Foundation; Member; 814 W Wisconsin Ave, , Milwaukee, WI, 53233; Investment-Related; 11/22/2021; 1 to 9 hours per month; 1 to 9 during trading hours / Rotary Club of Milwaukee; Secretary; 750 N. Lincoln Memorial Drive - suite 320, , Milwaukee, WI, 53202; Not Investment-Related; 03/11/2026; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-24 |
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