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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-29 |
| IA | RA | APPROVED | 2024-03-01 |
Branch Locations
715 W 1St St, Cedar Falls, IA 50613-2617 • United States
421 Main St, Reinbeck, IA 50669-1049 • United States
Cedar Falls, IA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 07/2019 | 02/2021 |
| Meregrass | Dublin | TX | 05/2016 | 02/2024 |
| H-E-B | Stephenville | TX | 06/2014 | 09/2018 |
| Tarleton State University | Stephenville | TX | 01/2018 | 05/2018 |
| Tarleton State University | Stephenville | TX | 03/2013 | 12/2018 |
| Lpl Financial, Llc | Waterloo | IA | 06/2021 | 03/2024 |
| Lincoln Savings Bank | Waterloo | IA | 06/2021 | 03/2024 |
| Lsb Capital Management, Inc. | Waterloo | IA | 12/2021 | 03/2024 |
| Ameriprise Financial Services, Llc | Reinbeck | IA | 03/2024 | Present |
Outside Employment; Meregrass, Inc; Remote employee after business hours; Assistant to the Vice President of a Private Aviation Company.; 14099 County Road 355, , Dublin, TX, 76446; Not Investment-Related; 05/01/2014; 60 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-14 |
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