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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-08-22 |
| MI | RA | APPROVED | 2021-11-15 |
Branch Locations
7700 Byron Center Ave Sw, Byron Center, MI 49315 • United States
Hudsonville, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Byron Center | MI | 06/2021 | Present |
| Bdo Usa, Llp | Grand Rapids | MI | 01/2020 | 06/2021 |
| Northwestern Mutual | Troy | MI | 09/2019 | 01/2020 |
| Trillium Financial | Grandville | MI | 05/2017 | 08/2019 |
| None/College | Hudsonville | MI | 07/1993 | 05/2017 |
Business Ownership; Hibbitts Leasing Services LLC; Owner; Truck/Equipment Leasing. I will be purchasing a truck and then leasing it to my father's trucking company to help facilitate his already established business.; 5741 Cory Dr, , Hudsonville, MI, 49426; Not Investment-Related; 05/27/2025; 1 to 9 hours per month; 0 during trading hours / BGH Holdings LLC; Owner; Manage Ameriprise Business; 5741 Cory Dr, , Hudsonville, MI, 49426; Investment-Related; 03/15/2026; 60 hours per month; 60 during trading hours. Outside Employment; Tax Planning Solutions LLC; Tax Planning Specialist - Tax planning, tax preparation.; ; 7700 Byron Center Ave SW, , Byron Center, MI, 49315; Not Investment-Related; 07/12/2021; 60 hours per month; 10 to 19 during trading hours / Jaycob Willis Holdings LLC; Provide Financial Planning and investment services to clients.; Associate Financial Advisor; 7700 Byron Center Ave SW, , Byron Center, MI, 49315; Investment-Related; 02/01/2024; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-09 |
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