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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-07 |
| NE | RA | APPROVED | 2025-06-05 |
Branch Locations
13710 Fnb Pkwy Ste 100, Omaha, NE 68154-5298 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith | Lincoln | NE | 08/2012 | 11/2017 |
| Bank Of America Na | Lincoln | NE | 03/2013 | 01/2018 |
| Edward Jones | St.LOuis | MO | 01/2018 | 06/2025 |
| Ameriprise Financial Services, Llc | Omaha | NE | 06/2025 | Present |
Real Estate Ownership; Lot/Land; S1 T25 R2E Washington county, , Morrowville , KS, 66968; Investment-Related; 12/16/2021.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-01-07 |
| S65 | Uniform Investment Adviser Law Examination | 2010-11-18 |
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