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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-28 |
| WI | RA | APPROVED | 2022-01-11 |
Branch Locations
8215 Greenway Blvd Ste 200, Middleton, WI 53562 • United States
Baraboo, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bmo Harris Financial Advisors | Madison | WI | 07/2015 | 08/2019 |
| Morgan Stanley | Madison | WI | 08/2019 | 12/2021 |
| Ameriprise Financial Services, Llc | Middleton | WI | 12/2021 | Present |
Outside Employment; The Swan Barn Door, LLC; employee - Serving, food preparation, clean up, set up.; Entertainment venue. Hosts weddings and other special events.; 4161 River Road, , Wisconsin Dells, WI, 53965; Not Investment-Related; 05/15/2021; 10 to 19 hours per month; 0 during trading hours / Wilderness Resort; Perform serving duties at banquet facility.; Retail; 511 E Adams St, , Wisconsin Dells, WI, 53965; Not Investment-Related; 03/13/2025; 10 to 19 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-21 |
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