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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-09-08 |
| WI | RA | APPROVED | 2022-09-16 |
Branch Locations
380 Main Ave Ste 2, De Pere, WI 54115-2203 • United States
Suamico, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 11/2018 | 09/2022 |
| Bankers Life & Casualty | Green Bay | WI | 08/2016 | 10/2018 |
| Ameriprise Financial Services, Llc | De Pere | WI | 09/2022 | Present |
Business Ownership; TSPSFGOC LLC; Owner; Manage Ameriprise Business; 2052 Pine Cone Cir, , Green Bay, WI, 54313; Investment-Related; 06/03/2024; 1 to 9 hours per month; 0 during trading hours / SFG Vision, Inc; Co-owner; Manage Ameriprise Business; 380 Main Ave Ste 2, , De Pere, WI, 54115; Investment-Related; 09/08/2008; 60 hours per month; 60 during trading hours. Board of Directors; Grin2B Foundation; General Board Member; 2052 Pine Cone Cir, , Green Bay, WI, 54313; Not Investment-Related; 06/01/2024; 1 to 9 hours per month; 0 during trading hours. Outside Employment; SFG Vision, Inc; Co-owner; Manage advisory business; 380 Main Ave Ste 2, , De Pere, WI, 54115; Investment-Related; 07/01/2024; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-19 |
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