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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-06-12 |
| TX | RA | APPROVED_RES | 2023-04-21 |
| WA | RA | APPROVED | 2020-02-07 |
Branch Locations
3729 Woodking Dr Ste 1, Idaho Falls, ID 83404-4720 • United States
Middleton , ID • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Penn Mutual Life Insurance Co | Horsham | PA | 10/2014 | 04/2018 |
| Hornor Townsend & Kent Inc | Horsham | PA | 03/2015 | 04/2018 |
| Equity Services Inc | Montpelier | VT | 05/2018 | 02/2020 |
| National Life Group | Renton | WA | 05/2018 | 02/2020 |
| Ameriprise Financial Services, Inc | Bellevue | WA | 02/2020 | 03/2020 |
| Ameriprise Financial Services, Llc | Franklin | TN | 03/2020 | Present |
Independent Insurance Brokering; National Life Group; 05/01/2018; Fixed Annuity / American National; 09/08/2020; . Business Ownership; michaelkendallLLC; Financial Services; Financial Services; 10900 NE 4th St. Suite 2404A, , Bellevue, WA, 98004; Investment-Related; 04/26/2022; 20 to 39 hours per month; 20 to 39 during trading hours. Outside Employment; HB Operations LLC; Employee, Financial Advisor; Manage advisory business; 900 Pier View Dr. , STE 204, Idaho Falls, ID, 83402-5288; Investment-Related; 05/29/2024; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-05-13 |
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