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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-07-11 |
| IN | RA | APPROVED | 2020-12-01 |
Branch Locations
212 E 5Th St, Jasper, IN 47546 • United States
Santa Claus, IN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Jasper | IN | 04/2008 | 12/2020 |
| Raymond James Financial Services Advisors, Inc. | Jasper | IN | 09/2016 | 12/2020 |
| Ameriprise Financial Services Inc | Jasper | IN | 12/2020 | 12/2020 |
| Ameriprise Financial Services, Llc. | Jasper | IN | 12/2020 | Present |
Independent Insurance Brokering; Western & Southern Financial Group; 07/07/2022; Fixed Annuity. Business Ownership; Schneider Family Properties LLC; Mange income and expenses for business rental property.; Real Estate Rental; 289 W Melchoir Drive South, , Santa Claus, IN, 47546; Investment-Related; 04/01/2022; 1 to 9 hours per month; 0 during trading hours / Three Thirty Corporation; Perform duties associated with maintaining umbrella company, bill payment, hiring, etc.; Umbrella company.; 212 E 5th Street, , Jasper, IN, 47546; Investment-Related; 06/01/2021; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 2003-04-11 |
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