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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2020-07-15 |
| IL | RA | APPROVED | 2010-08-24 |
Branch Locations
6068 Palo Verde Dr Ste 3, Rockford, IL 61114 • United States
Janesville, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Rockford | IL | 03/2010 | 03/2020 |
| Ameriprise Financial Services, Llc | Rockford | IL | 03/2020 | Present |
Outside Employment; Fitzgerald Wealth Management; Paraplanner; Manage advisory business; 6068 Palo Verde Dr., , Rockford, IL, 61114; Investment-Related; 06/13/2016; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 2009-09-22 |
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