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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-01-04 |
| KS | RA | APPROVED | 2020-03-03 |
Branch Locations
8415 E 21St St N Ste 220, Wichita, KS 67206 • United States
Wichita, KS • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hagman Hilltop Farms, Inc. | Kensington | KS | 01/1992 | 02/2020 |
| Ameriprise Financial Services, Inc. | Wichita | KS | 04/2014 | 12/2016 |
| Equity Bank | Wichita | KS | 01/2017 | 02/2020 |
| Invest Financial Corp | Tampa | FL | 01/2017 | 12/2017 |
| Cetera Investment Advisers Llc | Wichita | KS | 01/2018 | 02/2020 |
| Cetera Investment Services Llc | St. Cloud | MN | 01/2018 | 02/2020 |
| Ameriprise Financial Services, Inc | Wichita | KS | 02/2020 | 03/2020 |
| Ameriprise Financial Services, Llc | Wichita | KS | 03/2020 | Present |
Independent Insurance Brokering; ONE America/State Life; 09/01/2020; Long Term Care. Business Ownership; Triptych LLC; Co-owner; Manage Ameriprise Business; 1724 E 30th Ave, , Hutchinson, KS, 67501; Investment-Related; 01/12/2024; 1 to 9 hours per month; 0 during trading hours / Patchwork FS LLC; Owner; Manage Ameriprise Business; 1624 N Park Pl, , Wichita, KS, 67203; Investment-Related; 10/17/2019; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Woodland United Methodist Leadership Board; Member; 1100 W 15th St N, , Wichita, KS, 67203; Not Investment-Related; 01/01/2025; 1 to 9 hours per month; 0 during trading hours / Kappa Alpha Theta Wichita Alumni Board; Treasurer; 1624 N Park Pl, , Wichita, KS, 67203; Not Investment-Related; 01/06/2025; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Patchwork FS LLC; Owner; Manage advisory business; 1624 N Park Pl, , Wichita, KS, 67203; Investment-Related; 06/01/2024; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-21 |
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