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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-02-28 |
Branch Locations
3220 N Evergreen Dr Ne, Grand Rapids, MI 49525-9746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Grand Rapids | MI | 01/2020 | 08/2023 |
| Old National Bank | Grand Rapids | MI | 07/2019 | 01/2020 |
| Rockford Public Schools | Rockford | MI | 09/2018 | 06/2019 |
| Stay-At-Home Mother | Belmont | MI | 05/2015 | 09/2018 |
| Edward Jones | Grand Rapids | MI | 08/2023 | 02/2025 |
| Ameriprise Financial Services, Llc | Grand Rapids | MI | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-07 |
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