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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-07-16 |
| TX | RA | APPROVED_RES | 2026-04-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foreside Fund Services, Llc | Chicago | IL | 09/2020 | 03/2021 |
| Wisdomtree Asset Management, Inc. | Chicago | IL | 10/2018 | 03/2021 |
| Unemployed | Wheaton | IL | 07/2018 | 10/2018 |
| Kin Insurance | Chicago | IL | 06/2018 | 07/2018 |
| Education | Wheaton | IL | 08/2000 | 05/2018 |
| Foreside Fund Services, Llc | Wheaton | IL | 03/2021 | 06/2021 |
| Wisdomtree Asset Management, Inc. | Wheaton | IL | 03/2021 | 06/2021 |
| Foreside Fund Services, Llc | Chicago | IL | 06/2021 | 10/2022 |
| Wisdomtree Asset Management, Inc. | Chicago | IL | 06/2021 | 10/2022 |
| Gibbs Wealth Management, Llc | Tucson | AZ | 01/2024 | 03/2026 |
| Suncrest Wealth Advisors Llc | Tucson | AZ | 01/2024 | 03/2026 |
| Morningstar | Chicago | IL | 10/2022 | 08/2023 |
| Suncrest Wealth Management | Tucson | AZ | 09/2023 | 01/2024 |
| Ameriprise Financial Services, Llc | Tucson | AZ | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-07-13 |
| S65 | Uniform Investment Adviser Law Examination | 2023-12-06 |
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