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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2022-07-11 |
| TX | RA | APPROVED | 2022-07-11 |
Branch Locations
Monticello, IN • United States
217 E Southway Blvd Suite 105, Kokomo, IN 46902 • United States
Sheridan, IN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Kokomo | IN | 03/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Kokomo | IN | 11/2016 | 07/2022 |
| Ameriprise Financial Services, Llc | Kokomo | IN | 07/2022 | Present |
Real Estate Ownership; Lot/Land; 8165 N 1000 E, , Sheridan, IN, 46069; Not Investment-Related; 01/01/2004 / Lot/Land; 8101 N 1000 E, , Sheridan, IN, 46069; Not Investment-Related; 01/01/2014 / Single Family; 428 SW 37th St, , Cape Caral, FL, 33914; Not Investment-Related; 12/02/2024. Business Ownership; Hopkins Investment Solutions LLC; business expenses; see above; 217 E Southway Blvd, , Kokomo, IN, 46902; Not Investment-Related; 05/02/2022; 1 to 9 hours per month; 0 during trading hours / Hopgriggs llc; Co-owner; Real Estate; 8101 N 1000 E, , Sheridan, IN, 46069; Not Investment-Related; 12/02/2024; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Six Points Church; member; 1545 W 226th St, , Sheridan, IN, 46069; Investment-Related; 07/11/2022; 1 to 9 hours per month; 1 to 9 during trading hours / Spencer Cemetery Board; member; 7775 N 900 E, , Sheridan, IN, 46069; Not Investment-Related; 07/11/2022; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 1990-07-03 |
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