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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-02-13 |
Branch Locations
6226 Covington Rd Moore Financial Center, Fort Wayne, IN 46804 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Fort Wayne | IN | 12/2018 | 11/2020 |
| Jp Morgan Chase Bank, N.A. | Fort Wayne | IN | 11/2016 | 11/2020 |
| Marriott Hotels | Fort Wayne | IN | 04/2016 | 11/2016 |
| Ameriprise Financial Services, Llc | Fort Wayne | IN | 12/2020 | 09/2024 |
| Wells Fargo Advisors Financial Network, Llc | Fort Wayne | IN | 09/2024 | 02/2025 |
| Ameriprise Financial Services, Llc | Fort Wayne | IN | 02/2025 | Present |
Outside Employment; CPM Group LLC; Client Service Associate - Assisting the investment team with service documents and meeting prep.; ; 6226 Covington Rd, , Fort Wayne, IN, 46804; Investment-Related; 11/30/2020; 40 to 59 hours per month; 20 to 39 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 2019-04-22 |
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