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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-02-24 |
| TX | RA | APPROVED_RES | 2026-02-22 |
Branch Locations
4025 Saint Cloud Dr Suite 100, Loveland, CO 80538 • 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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 10/2012 | 02/2026 |
| Ameriprise Financial Services, Llc | Loveland | CO | 02/2026 | Present |
Business Ownership; Life Well-Lived LLC; Co-owner; Manage Ameriprise Business; 7559 Price Ct, , Fort Collins, CO, 80538; Investment-Related; 01/07/2026; 40 to 59 hours per month; 20 to 39 during trading hours. Outside Employment; Life Well-Lived LLC; Owner; Manage advisory business; 4025 St Cloud Dr., , Loveland, CO, 80528; Investment-Related; 01/06/2026; 60 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-08 |
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