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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-01-10 |
Branch Locations
8945 N Meridian St Ste 200, Indianapolis, IN 46260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cfd Investments | Cicero | IN | 03/2016 | 12/2019 |
| Kestra Investment Services, Llc | Indianapolis | IN | 01/2020 | 12/2024 |
| Cornerstone Financial Advisors, Inc. | Indianapolis | IN | 01/2020 | 12/2024 |
| Kestra Advisory Services, Llc | Indianapolis | IN | 01/2020 | 12/2024 |
| Ameriprise Financial Services, Llc | Indianapolis | IN | 01/2025 | Present |
Outside Employment; TGG Operations, LLC; Employee ; Manage advisory business; 8945 N Meridian St. Suite 200 Indianapolis, IN 46260, , Indianapolis, IN, 46260; Investment-Related; 01/10/2025; 40 to 59 hours per month; 40 to 59 during trading hours. Other Business Activities; Sacred Heart of Jesus - Finance Committee; The parish I belong to is Sacred Heart of Jesus Church located in Cicero, Indiana. As part of the finance committee, myself along with 6 other individuals have the following responsibilities. Meet on a quarterly basis to review and approve parish budgets & balance sheets. These meetings are usually 1.5 hours long and are at 7pm ET on a Monday evening. This activity does not relate to any investments. The church has a separate relationship with a Merrill Lynch advisor that manages the churches investment accounts. The parish finance committee is not involved in those discussions, nor does it provide guidance on those discussions. ; 410 Pearl Street, , Cicero, IN, 46034; Not Investment-Related; 02/24/2025; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-22 |
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