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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-03-27 |
| IA | RA | APPROVED | 2024-07-12 |
Branch Locations
8951 Windsor Pkwy, Johnston, IA 50131-2566 • United States
12725 43Rd St Ne Ste 103, St. Michael, MN 55376-4928 • United States
9 Plaza Dr Ste 6, Clear Lake, IA 50428 • United States
Clear Lake, IA • United States
630 Roosevelt Rd Ste 105, St. Cloud, MN 56301 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2018 | 07/2024 |
| First Citizens Bank | Mason City | IA | 03/2016 | 06/2018 |
| Ameriprise Financial Services, Llc | Clear Lake | IA | 07/2024 | Present |
Outside Employment; Integrity Point LLC; I am an employee. I am a Financial Advisor on the Financial Advisor team; Manage advisory business; 8951 Windsor Pkwy, , Johnston, IA, 50131; Investment-Related; 01/01/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-17 |
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