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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2023-11-14 |
| IA | RA | APPROVED | 2023-06-09 |
Branch Locations
1109 Washington St, Pella, IA 50219 • United States
Ankemy, IA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Financial | Johnston | WI | 07/2015 | 07/2019 |
| Raymond James Financial Services, Inc. | Pella | IA | 07/2019 | 06/2023 |
| Marion County Bank | Pella | IA | 07/2019 | 06/2023 |
| Raymond James Financial Services Advisors Inc. | Pella | IA | 11/2019 | 06/2023 |
| Main Street Advisory Group | Pella | IA | 07/2019 | 06/2023 |
| Ameriprise Financial Services, Llc | Pella | IA | 06/2023 | Present |
Independent Insurance Brokering; Transamerica; 10/17/2023; Long Term Care.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-30 |
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