Catherine Jane Grinney

Current Employers

Employment History

• 02/1999 → 05/2022
  Edward D. Jones & Co., L.P.
  Faribault, MN
• 05/2022 → Present
  Ameriprise Financial Services, Llc
  Faribault, MN

Previous Registrations

• 2007-09-06 → 2022-05-09
  Edward Jones
  Faribault, MN
  Faribault, MN

Other Businesses

Independent Insurance Brokering; AIG; 05/01/1999; Fixed Annuity / Mass Mutual; 09/01/2022; . Business Ownership; EPIC Wealth Partners LLC; I run my Ameriprise expenses through the LLC.; pass-through; 6153 232nd St W, , Faribault, MN, 55021; Not Investment-Related; 08/01/2022; 1 to 9 hours per month; 1 to 9 during trading hours / Roisin Dubh, LLC; Owner; Real Estate; 6153 232nd St W, , Faribault, MN, 55021; Not Investment-Related; 12/12/2023; 1 to 9 hours per month; 0 during trading hours / 15367 Scottsdale LLC; Owner; Real Estate; 15367 N 107th Place, , Scottsdale, AZ, 85255; Investment-Related; 07/20/2023; 1 to 9 hours per month; 0 during trading hours / 9340 Scottsdale LLC; Owner; Real Estate; 9340 N 92nd St, Unit 101, , Scottsdale, AZ, 85258; Investment-Related; 01/15/2021; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Investment Committe for the Faribault Foundation; committe member; 530 Wilson Ave NW, , Faribault, MN, 55021; Not Investment-Related; 09/01/2023; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Epic Wealth Partners, LLC; Owner; Manage advisory business; 6153 232nd St W, , Faribault, MN, 55021; Investment-Related; 05/02/2022; 40 to 59 hours per month; 40 to 59 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  1998-05-20

Other Names

• Cate Grinney
• Catie Grinney
• Catherine Grinney