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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-08-22
MI RA APPROVED 2021-11-15
  • TX RA
    APPROVED
    Since 2022-08-22
  • MI RA
    APPROVED
    Since 2021-11-15

Branch Locations

7700 Byron Center Ave Sw, Byron Center, MI 49315 • United States

Hudsonville, MI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 06/2021 → Present
    Byron Center, MI
  • 01/2020 → 06/2021
    Bdo Usa, Llp
    Grand Rapids, MI
  • 09/2019 → 01/2020
    Northwestern Mutual
    Troy, MI
  • 05/2017 → 08/2019
    Trillium Financial
    Grandville, MI
  • 07/1993 → 05/2017
    None/College
    Hudsonville, MI
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-09
  • S66 Uniform Combined State Law Examination
    2021-11-09

View on SEC IAPD

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