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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2017-04-27 |
| TX | RA | APPROVED_RES | 2017-04-27 |
Branch Locations
650 Trade Centre Way Ste 110, Portage, MI 49002-0411 • United States
Kalamazoo, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Portage | MI | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Portage | MI | 11/2016 | 04/2017 |
| Ameriprise Financial Services Inc | Kalamazoo | MI | 04/2017 | 03/2020 |
| Ameriprise Financial Services, Llc | Kalamazoo | MI | 03/2020 | Present |
Board of Directors; WALK TALL FOUNDATION FOR KIDS, INC; SECRETARY; 7175 EAGLE HEIGHTS DR.MATTAWAN, MI 49071, ,; ; 01/01/2015; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-11 |
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