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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-04 |
| IN | RA | APPROVED | 2022-01-03 |
Branch Locations
409 E Cook Rd Ste 300, Fort Wayne, IN 46825 • United States
Fort Wayne, IN • United States
2260 Oakmont Way Ste 5, Eugene, OR 97401-5524 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Fort Wayne | IN | 08/2021 | Present |
| Hi-Tech Tooling & Supply Inc. | Fort Wayne | IN | 05/2015 | 01/2021 |
| Unemployed | Fort Wayne | IN | 01/2021 | 08/2021 |
Board of Directors; Covington Dells HOA Board; Board Member; 1333 Dell Cove Dr., , Fort Wayne, IN, 46804; Not Investment-Related; 12/11/2023; 1 to 9 hours per month; 0 during trading hours / Greater Fort Wayne Campus Ministry Board; Board Member; 2101 East Coliseum Blvd, , Fort Wayne, IN, 46805; Not Investment-Related; 12/14/2023; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Practice Management Associates LLC; Associate Financial Advisor - Working as an associate financial advisor with duties regarding client service and practice project work.; Working as an associate financial advisor with duties regarding client service and practice project work.; 409 E Cook Rd Ste 300, , Fort Wayne, IN, 46825; Investment-Related; 08/18/2021; 60 hours per month; 60 during trading hours. Other Business Activities; Habitat for Humanity Volunteer Teacher; I will be teaching basic financial principles to families working through the program to obtain a home.; 2215 S Hanna St, , Fort Wayne, IN, 46803; Not Investment-Related; 10/10/2022; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-17 |
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