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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-09-02 |
Branch Locations
6111 Whispering Creek Dr Ste A, Sioux City, IA 51106 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Pocatello | ID | 10/2012 | 10/2017 |
| Morgan Stanley | Sioux City | IA | 11/2017 | 05/2020 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2018 | 05/2020 |
| Pruco Securities Llc | Sioux City | IA | 05/2020 | 07/2020 |
| The Prudential Insurance Company Of America | Sioux City | IA | 05/2020 | 07/2020 |
| Robert W. Baird & Co., Inc. | Sioux City | IA | 07/2020 | 04/2024 |
| Savvy | New York | NY | 05/2024 | 08/2025 |
| Ameriprise Financial Services, Llc | Sioux City | IA | 08/2025 | Present |
Business Ownership; Siouxland Pro Sports LLC; Co-owner; semi professional NPSL soccer club - sports team 12% ownership; 510 Stonegate Cir, , Sergeant Bluff, ID, 51054; Not Investment-Related; 07/27/2023; 1 to 9 hours per month; 0 during trading hours. Board of Directors; North West Iowa North East Nebraska Red Cross; Board member; 713 Nebraska St, , Sioux City, IA, 51101; Not Investment-Related; 02/01/2019; 1 to 9 hours per month; 0 during trading hours / Sioux City Housing Trust Fund Board; Board Member; 521 Nebraska St, , Sioux City, IA, 51101; Not Investment-Related; 10/22/2025; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Hard Rock Casino and Hotel Sioux City; I make the schedule for stagehands, security and ushers on concert days. Maintain relations with artists/tour mangers while on site. Help deal with emergency situations, medical emergencies and overall concert security.; Entertainment, concerts and events; 111 3rd St, , Sioux City, IA, 51101; Not Investment-Related; 08/01/2023; 10 to 19 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 2012-08-22 |
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