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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-30 |
| CA | RA | APPROVED | 2023-08-01 |
| IL | RA | APPROVED | 2022-09-22 |
| MI | RA | APPROVED | 2022-05-17 |
Branch Locations
123 S Second Ave, Alpena, MI 49707-2813 • United States
600 Charlevoix Ave, Petoskey, MI 49770 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| North Central Michigan College | Petoskey | MI | 09/2016 | 05/2017 |
| Franciscan University Of Steubenville | Steubenville | OH | 09/2017 | 05/2019 |
| Willson's Garden Center | Petoskey | MI | 03/2015 | 12/2019 |
| Royal Alliance | Southfield | MI | 01/2020 | 07/2021 |
| Benzinga | Detroit | MI | 07/2021 | 05/2022 |
| Ameriprise Financial Services, Llc | Petoskey | MI | 05/2022 | Present |
Board of Directors; Board of Directors for Northwest Michigan Habitat for Humanity; Board Member; 1840 M 119 Unit 1, , Petoskey, MI, 49770; Not Investment-Related; 09/20/2023; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Austin Willson/Music Instruction; Music Instructor - Music/percussion instruction including both private and group lessons.; Music Instructor - Music/percussion instruction including both private and group lessons; 210 Michigan St Apt 3, , Petoskey, MI, 49770; Not Investment-Related; 08/15/2022; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-12 |
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