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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-04-28 |
Branch Locations
2870 S Ingram Mill Rd Ste D1, Springfield, MO 65804 • United States
Springfield, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lockton Financial Advisors | St Louis | MO | 08/2016 | 02/2017 |
| Lockton Investment Advisors | St Louis | MO | 08/2016 | 02/2017 |
| Lockton Companies Llc | St Louis | MO | 08/2016 | 02/2017 |
| Edward Jones | Saint Louis | MO | 03/2017 | 04/2023 |
| Ameriprise Financial Services, Llc | Springfield | MO | 04/2023 | Present |
Board of Directors; Board of Directors for Springfield South Kiwanis and Springfield North Kiwanis; Board member; 3837 S Campbell Ave, , Springfield, MO, 65807; Not Investment-Related; 10/01/2022; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-12 |
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