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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2021-07-23 |
| TX | RA | APPROVED | 2021-07-23 |
Branch Locations
1109 Washington St, Pella, IA 50219 • United States
Pella, IA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Pella | IA | 11/2015 | 07/2021 |
| Raymond James Financial Services Advisors Inc. | Pella | IA | 11/2015 | 07/2021 |
| Marion County State Bank | Pella | IA | 01/2015 | 07/2021 |
| Central College | Pella | IA | 07/2015 | 07/2019 |
| Rce Consulting Llc | Pella | IA | 10/2003 | 02/2017 |
| Iowa Bankers Insurance And Services, Inc. | Pella | IA | 11/2016 | 07/2021 |
| Poa For Elizabeth Evans | Pella | IA | 10/2018 | 07/2021 |
| Poa For Rose Evans | Pella | IA | 10/2018 | 07/2021 |
| Ameriprise Financial Services, Llc | West Des Moines | IA | 07/2021 | Present |
Independent Insurance Brokering; American General; 02/14/2018; / Banner Life; 08/08/2019; / State Life Insurance Company; 02/07/2016; / The Standard; 04/14/2022; Disability Income / Transamerica; 03/11/2019; . Board of Directors; Pella UMC Unity Council; Member; 1414 University St, , Pella, IA, 50219; Not Investment-Related; 01/01/2026; 1 to 9 hours per month; 0 during trading hours / 725 Ministries; Board Member; 1108 Washington St, , Pella, IA, 50219; Not Investment-Related; 02/14/2022; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-17 |
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