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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-01-05 |
| SD | RA | APPROVED | 2020-11-23 |
Branch Locations
1334 19Th St Ne, Watertown, SD 57201 • United States
5120 S Western Ave Ste 101, Sioux Falls, SD 57108 • United States
Watertown, SD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc | Watertown | SD | 11/2019 | 03/2020 |
| Trusted Choice Services, Llc | Watertown | SD | 08/2013 | Present |
| Brookings Healthcare System | Brookings | SD | 03/2018 | Present |
| United Living Community | Brookings | SD | 04/2017 | 02/2018 |
| Terex | Watertown | SD | 03/2015 | 02/2017 |
| Ameriprise Financial Services, Llc | Watertown | SD | 03/2020 | Present |
Business Ownership; Trusted Choice Services, LLC; Owner; Occupational therapy services; 1134 Lincoln Ave NE, , Watertown, SD, 57201; Not Investment-Related; 07/01/2013; 40 to 59 hours per month; 40 to 59 during trading hours. Outside Employment; Trusted Choice Services, LLC; Owner/manager - Owner; ; 1134 Lincoln Ave NE, , Watertown, SD, 57201; Not Investment-Related; 07/01/2013; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2020-06-11 |
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