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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2018-07-06 |
Branch Locations
4715 S Muskogee Ave, Tahlequah, OK 74464 • United States
Tahlequah, OK • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of Cherokee County | Tahlequah | OK | 01/2008 | Present |
| Investment Professionals Inc | San Antonio | TX | 08/2012 | 08/2018 |
| Ameriprise Financial Services, Inc. | Tahlequah | OK | 08/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | Tahlequah | OK | 03/2020 | Present |
Real Estate Ownership; Commercial; 235 Woodlawn AveTahlequah, OK 74464, ,; Investment-Related; 05/01/2015. Business Ownership; Bank of Cherokee County; President of the bank; I own 25 shares of Grandview Bankshares which is the holding company for Bank of Cherokee County; 110 E. Main St. (PO Box 660)Hulbert, OK 74441, ,; Investment-Related; 01/02/2008; 60 hours per month; 60 during trading hours. Board of Directors; Bank of Cherokee County; Director; 110 E. Main StreetHulbert, OK 74441, ,; Investment-Related; 01/02/2008; 60 hours per month; 60 during trading hours / Rotary Club of Tahlequah/Cherokee County; Board Member; Tahlequah, OK, ,; Investment-Related; 01/02/2009; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Northeastern State University; Adjunct Faculty - Teach business classes at the university.; ; 600 N. Grand Avenue, , Tahlequah, OK, 74464; Not Investment-Related; 01/11/2021; 10 to 19 hours per month; 10 to 19 during trading hours / Bank of Cherokee County; President - President of the bank; ; 110 E. Main StreetHulbert, OK 74441, ,; Investment-Related; 01/02/2008; 60 hours per month; 60 during trading hours. Other Business Activities; Crescent Valley Baptist Church; Finance Committee; 25641 S. Crescent Valley Rd.Tahlequah, OK 74464, ,; Not Investment-Related; 01/02/2014; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-24 |
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