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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-06-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Ada | MI | 03/2026 | Present |
| Independent Bank | Grand Rapids | MI | 11/2016 | 05/2023 |
| First Place Bank/Talmer Bank & Trust/Chemical Bank | Grand Rapids | MI | 08/2010 | 11/2016 |
| Cfa Institute | Grand Rapids | MI | 05/2023 | 03/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-04 |
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