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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-01-17 |
Branch Locations
7601 France Ave S Ste 600, Edina, MN 55435-5971 • United States
Mound, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Caribou Coffee | Minnetonka | MN | 01/2013 | 11/2018 |
| Self-Employed | Wayzata | MN | 04/2013 | 12/2022 |
| Kelly Reeves Photography | Minnetonka | MN | 10/2017 | Present |
| Midwest Secure Retirement | St. Louis Park | MN | 04/2021 | 01/2023 |
| Ameritas Investment Company, Llc | Lincoln | NE | 07/2021 | 01/2023 |
| Ameritas Life Insurance Company | Lincoln | NE | 07/2021 | 01/2023 |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | 01/2023 |
| Ameriprise Financial Services, Llc | Edina | MN | 12/2022 | Present |
Outside Employment; Dovetail Group LLC; Registered Team Member - AFA; Manage advisory business; 6650 York Ave S, Suite 100, Edina, MN, 55435; Investment-Related; 06/01/2026; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 2021-06-16 |
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