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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-07 |
| CT | RA | APPROVED | 2018-12-24 |
Branch Locations
100 Queen Street, Southington, CT 06489-2052 • United States
Berlin, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self | South Bend | IN | 02/2016 | 02/2018 |
| Thrivent Financial | South Bend | IN | 02/2018 | 10/2018 |
| Thrivent Investment Management Inc | Montvale | NJ | 02/2018 | 10/2018 |
| Ameriprise Financial Services, Inc | Southington | CT | 10/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | Southington | CT | 03/2020 | Present |
Board of Directors; Connecticut Financial Planning Association; Voting Member; 175 South End Rd, , East Haven, CT, 06512; Not Investment-Related; 01/01/2026; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Watermark Management Partners, LLC; Associate Financial Advisor - Servicing and advising clients on their personal financial goals and providing financial planning/asset management.; ; 100 Queen St, , Southington, CT, 06489; Investment-Related; 01/02/2019; 60 hours per month; 60 during trading hours. Other Business Activities; Girl Scouts Troupe Leader; Duties include planning activities for the girls, running meetings, and helping coordinate fundraising activities for the girls. I will be listed as a signatory on the bank account.; 43 Spruce Brook Rd, , Berlin, CT, 06037; Not Investment-Related; 10/01/2025; 1 to 9 hours per month; 0 during trading hours / Pro Bono Financial Planning; Offering pro bono financial planning via the FPA and their approved program. Effective 1/1/2026 I will serve as the co-chair of the pro bono committee, helping coordinate pro bono cases with members of the FPA as well as promoting financial literacy within the community.; 100 Queen St, , Southington, CT, 6489; Investment-Related; 03/15/2023; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-27 |
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