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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-03 |
| WI | RA | APPROVED | 2024-07-03 |
Branch Locations
10060 W Loomis Rd, Franklin, WI 53132-8109 • United States
2212 E Moreland Blvd Ste 100, Waukesha, WI 53186-2918 • United States
New Berlin, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Prudential Insurance Company Of America | Wauwatosa | WI | 07/2015 | 02/2021 |
| Pruco Securities Llc | Wauwatosa | WI | 07/2015 | 02/2021 |
| Pruco Securities, Llc. | Brookfield | WI | 02/2021 | 07/2024 |
| Prudential Insurance Company Of America | Brookfield | WI | 02/2021 | 07/2024 |
| Ameriprise Financial Services, Llc | Brookfield | WI | 07/2024 | Present |
Board of Directors; Education Foundation of New Berlin; Board Member; 4333 Sunnyslope Rd, , New Berlin, WI, 53151; Not Investment-Related; 03/12/2025; 1 to 9 hours per month; 0 during trading hours. Other Business Activities; Author; Plan to author financial/educational book for distribution the general public.; 2355 South Krahn Road, , New Berlin, WI, 53151; Not Investment-Related; 12/06/2024; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-04-27 |
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