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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-08-14 |
| IL | RA | APPROVED | 2017-12-20 |
Branch Locations
540 Lake Cook Rd Ste 450, Deerfield, IL 60015-5829 • United States
Hawthorn Woods, IL • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase Bank | Chicago | IL | 05/2008 | 12/2017 |
| J.P. Morgan Securities Llc | Winnetka | IL | 10/2012 | 12/2017 |
| Ameriprise Financial Services Inc | Deerfield | IL | 12/2017 | 03/2020 |
| Ameriprise Financial Services, Llc | Deerfield | IL | 03/2020 | Present |
Board of Directors; THE SUPER JAKE FOUNDATION; Board Member; Hawthorn Lane, , Libertyville, IL, 60048; Not Investment-Related; 06/01/2016; 1 to 9 hours per month; 0 during trading hours / Board of Directors; Director - Board Member; 141 W. Jackson Blvd, Chicago Board of Trade, Chicago, IL, 60604; Not Investment-Related; 03/01/2024; 10 to 19 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-02 |
| S65 | Uniform Investment Adviser Law Examination | 2001-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-26 |
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