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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-04-17 |
Branch Locations
1818 Parmenter St., Ste. 300, Middleton, WI 53562-3170 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bmo Harris Financial Advisors, Inc | Madison | WI | 11/2014 | 11/2016 |
| Edward Jones | St. Louis | MO | 11/2016 | 04/2025 |
| Ameriprise Financial Services, Llc | Middleton | WI | 04/2025 | Present |
Business Ownership; JAB LLC; Member; Manage Ameriprise Business; 1818 Parmenter Street, Suite 300, Middleton, WI, 53562-3170; Investment-Related; 05/20/2025; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-24 |
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