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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-22 |
| WI | RA | APPROVED | 2023-11-03 |
Branch Locations
1818 Parmenter St., Ste. 300, Middleton, WI 53562-3170 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2019 | 11/2023 |
| Cintas Corporation | Schaumburg | IL | 06/2014 | 10/2018 |
| Cintas Corporation | Maywood | IL | 10/2018 | 06/2019 |
| Ameriprise Financial Services, Llc | Middleton | WI | 11/2023 | Present |
Business Ownership; ZC Capital, LLC; Co-owner; Real Estate; 926 Pine Ct., , Verona, WI, 53593; Not Investment-Related; 11/02/2018; 1 to 9 hours per month; 1 to 9 during trading hours / BLP Wealth Management, LLC; Co-owner; Manage Ameriprise Business; 1818 Parment St. Suite 300, , Middleton, WI, 53562; Investment-Related; 10/16/2023; 60 hours per month; 60 during trading hours / BLP Accounting; Co-owner; Tax Preparation; 1818 Parmenter St., , Middleton, WI, 53562; Not Investment-Related; 01/12/2026; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; BLP Wealth Management, LLC; Member; Manage advisory business; 1018 Parment St. Suite 300, , Middleton, WI, 53562; Investment-Related; 12/31/2024; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-17 |
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