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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-09-04 |
| TX | RA | APPROVED | 2025-09-04 |
Branch Locations
6714 Pointe Inverness Way Ste 210 [Satellite], Fort Wayne, IN 46804 • United States
3755 E 82Nd Street Ste 40, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Ft Wayne | IN | 05/2012 | 03/2020 |
| Ameriprise Financial Services, Llc | Fort Wayne | IN | 03/2020 | 09/2025 |
| Wells Fargo Advisors Financial Network, Llc | Fort Wayne | IN | 09/2025 | Present |
Board of Directors; Allen County Courthouse Preservation Trust; Board member, 715 South Calhoun, Room 300, Fort Wayne, IN, 46802; Not Investment-Related; 01/01/2021; 1 to 9 hours per month; 1 to 9 during trading hours. STRATIM GROUP, INC; INV RELATED;FORT WAYNE,IN; FINANCIAL PRACTICE;20% OWNERSHIP; START DATE: 06/01/2026; 5 HRS PER MONTH; 5 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-07-19 |
| S63 | Uniform Securities Agent State Law Examination | 2009-11-02 |
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