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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-05 |
| WI | RA | APPROVED | 2022-01-19 |
Branch Locations
2012A 10Th St S (Bn), Wisconsin Rapids, WI 54494 • United States
2711 Stewart Ave, Wausau, WI 54401-4140 • United States
Wausau, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Green Bay | WI | 05/2019 | 02/2020 |
| Northwestern Mutual | Steven Point | WI | 01/2019 | 05/2019 |
| Assocated Bank | Steven Point | WI | 01/2017 | 12/2018 |
| Badger Call | Madison | WI | 09/2016 | 12/2016 |
| Target | Stevens Point | WI | 05/2014 | 08/2016 |
| Steven Point Area Public School District | Steven Point | WI | 09/2005 | 05/2016 |
| Chili's | Stevens Point | WI | 01/2019 | 04/2019 |
| Velocity Clubhouse | Stevens Point | WI | 03/2017 | 05/2018 |
| Bank Of America, N.A. | Green Bay | WI | 08/2019 | 02/2020 |
| Rbc Capital Markets, Llc | Depere | WI | 02/2020 | 03/2021 |
| Associated Bank | Stevens Point | WI | 03/2021 | 08/2021 |
| The Final Score | Stevens Point | WI | 08/2021 | Present |
| Cherry Tree Dental | Stevens Point | WI | 11/2021 | 12/2021 |
| Ameriprise Financial Services | Wisconsin Rapids | WI | 12/2021 | 12/2021 |
| Ameriprise Financial Services, Llc | Wisconsin Rapids | WI | 03/2020 | 03/2020 |
| Ameriprise Financial Services, Llc. | Wisconsin Rapids | WI | 12/2021 | Present |
Board of Directors; Bridge Community Health Clinic Governance Board; Governance Board Member; 1810 N 2nd St, , Wausau, WI, 54403; Not Investment-Related; 11/11/2025; 1 to 9 hours per month; 0 during trading hours. Outside Employment; BA Superstructures; I am a financial advisor on an Ameriprise team of advisors, StrongBridge Wealth advisors.; Manage advisory business; 2711 Stewart Ave, , Wausau, WI, 54401; Investment-Related; 12/20/2021; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-18 |
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