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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-07 |
| WI | RA | APPROVED | 2025-03-20 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Oconomowoc | WI | 02/2023 | Present |
| Schreiber Financial Services - Raymond James | Mukwonago | WI | 09/2015 | 02/2023 |
Outside Employment; Johnny's Pizza; Waitress; Retail; 1288 Summit Ave Unit 101, , Oconomowoc, WI, 53066; Not Investment-Related; 10/01/2025; 20 to 39 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 2025-02-28 |
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