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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-11 |
| IL | RA | APPROVED | 2025-08-11 |
Branch Locations
888 E Belvidere Rd Ste 120, Grayslake, IL 60030-2570 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Gurnee | IL | 01/2011 | 05/2018 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 05/2018 | 08/2021 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 05/2018 | 08/2021 |
| Sagepoint Financial | Grayslake | IL | 08/2021 | 09/2023 |
| Osaic Wealth, Inc. | Grayslake | IL | 09/2023 | 08/2025 |
| Ameriprise Financial Services, Llc | Grayslake | IL | 08/2025 | Present |
Business Ownership; JPV Financial INC; Financial Advisor Partial ownership; Manage Ameriprise Business; 888 e Belvidere Rd STE 120, , Grayslake, IL, 60030; Investment-Related; 08/18/2025; 40 to 59 hours per month; 40 to 59 during trading hours. Outside Employment; JPV Financial Inc.; Co-owner; Manage advisory business; 888 e Belvidere Rd STE 120, , grayslake , IL, 60030; Investment-Related; 04/14/2010; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-12 |
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