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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-06-22 |
| IN | RA | APPROVED | 2009-05-05 |
Branch Locations
6226 Covington Rd Moore Financial Center, Fort Wayne, IN 46804 • United States
Fort Wayne, IN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Fort Wayne | IN | 04/2009 | 03/2020 |
| Ameriprise Financial Services, Llc | Fort Wayne | IN | 03/2020 | Present |
Board of Directors; GGC of Indiana Educational Foundation; President; 2905 S Scott Dr, , Yorktown, IN, 47396; Investment-Related; 02/01/2020; 1 to 9 hours per month; 0 during trading hours. Outside Employment; CPM Group LLC; FA - Client facing financial advisor; ; 2335 Hunters CV, , Fort Wayne, IN, 46804; Investment-Related; 04/27/2009; 60 hours per month; 60 during trading hours. Other Business Activities; Job's Daughters International of Indiana; Adult leader of youth group; Various locations throughout the state, ,; Not Investment-Related; 11/15/2012; 1 to 9 hours per month; 0 during trading hours / Fort Wayne Country Club Finance Committee; On the finance committee we monitor the monthly P&L statement for the club. We also submit and approve the annual budget. We are also responsible for long range planning and budgeting for capital improvement projects.; 5221 Covington Rd, , Fort Wayne, IN, 46804; Not Investment-Related; 11/19/2024; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 2003-04-02 |
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