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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2020-10-01 |
Branch Locations
6 Dunlap Ct, Savoy, IL 61874 • United States
Champaign, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Savoy | IL | 06/2015 | 03/2020 |
| Ameriprise Financial Services, Llc | Savoy | IL | 03/2020 | Present |
Outside Employment; Preeminent Group LLC; Associate Financial Advisor - Trading, money movements, opening of new accounts. Mostly back office work.; Private Wealth Advisory Practice; 6 Dunlap Ct., , Savoy, IL, 61874; Investment-Related; 06/30/2022; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-09-25 |
| S65 | Uniform Investment Adviser Law Examination | 2020-08-28 |
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