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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-30 |
| MO | RA | APPROVED | 2024-01-29 |
Branch Locations
1475 S Jefferson Ave, Lebanon, MO 65536-3763 • United States
Lebanon, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heritage Bank Of Ozarks | Lebanon | MO | 08/2020 | Present |
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 09/2020 | 01/2024 |
| Link Lawn Service | Lebanon | MO | 04/2018 | 08/2020 |
| Link Family Music | Lebanon | MO | 07/2006 | 03/2018 |
| Ameriprise Financial Services, Llc | Lebanon | MO | 01/2024 | Present |
Real Estate Ownership; Commercial; 23917 HWY MM, , Lebanon, MO, 65536; Not Investment-Related; 03/01/2027 / Single Family; 23917 HWY MM, , Lebanon, MO, 65536; Not Investment-Related; 12/26/2025. Outside Employment; Heritage Bank Ozarks; Investment Financial Advisor; Financial Advisor for book of business for Bank; 1663 Southdale Dr, , Lebanon, MO, 65536; Investment-Related; 08/26/2020; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-02 |
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