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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-09 |
| WI | RA | APPROVED | 2017-09-06 |
Branch Locations
3241A Business Park Dr, Stevens Point, WI 54482 • United States
Plover, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Na | Stevens Point | WI | 06/2007 | 04/2017 |
| Ameriprise Financial Services, Inc | Oneida | WI | 04/2017 | 03/2020 |
| Ameriprise Financial Services, Llc | Stevens Point | WI | 03/2020 | Present |
Outside Employment; SAA, LLC; Associate Financial Advisor; To manage practice operations.; 3241A Business Park Drive Stevens Point, WI 54482, ,; Not Investment-Related; 08/14/2017; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 2007-07-19 |
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