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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-06-23 |
| TX | RA | APPROVED_RES | 2026-01-29 |
| MI | RA | APPROVED | 2025-06-02 |
Branch Locations
7700 Byron Center Ave Sw, Byron Center, MI 49315 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Inc | Grand Rapids | MI | 10/2015 | 01/2017 |
| Vima, Llc | Grand Rapids | MI | 01/2017 | 01/2018 |
| Vima, Llc | Troy | MI | 01/2017 | 01/2018 |
| Securities America, Inc. | Grand Rapids | MI | 01/2018 | 12/2018 |
| Securities America Advisors | Grand Rapids | MI | 01/2018 | 12/2018 |
| The Huntington National Bank | Grand Rapids | MI | 03/2019 | 07/2021 |
| The Huntington Investment Company | Grand Rapids | MI | 03/2019 | 07/2021 |
| Unemployed | Grand Rapids | MI | 01/2019 | 02/2019 |
| Jpmorgan Securities Llc | Ada | MI | 08/2021 | 12/2021 |
| Jpmorgan Chase Bank, N.A | Ada | MI | 08/2021 | 12/2021 |
| Waddell & Reed | Grand Rapids | MI | 02/2015 | 01/2017 |
| The Huntington Investment Company | Columbus | OH | 12/2021 | 04/2024 |
| The Huntington National Bank | Grand Rapids | MI | 12/2021 | 04/2024 |
| Pnc Investments | Grand Rapids | MI | 04/2024 | 06/2025 |
| Ameriprise Financial Services, Llc | Byron Center | MI | 05/2025 | Present |
Outside Employment; Jaycob Willis Holdings; Employee; Manage advisory business; 7700 Byron Center Ave SE, , Byron Center, MI, 49315-9468; Investment-Related; 06/02/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-04 |
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