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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2021-09-20 |
Branch Locations
8945 N Meridian St Ste 200, Indianapolis, IN 46260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Indianapolis | IN | 05/2009 | 05/2020 |
| Valeo Financial Advisors | Indianapolis | IN | 06/2020 | 09/2021 |
| Ameriprise Financial Services, Llc | Indianapolis | IN | 09/2021 | Present |
Real Estate Ownership; Single Family; 114 Superior St., , South Haven, MI, 49090; Not Investment-Related; 05/01/2012. Outside Employment; TGG Operations; Financial Advisor | Director of Operations - Primary role is Director of Operations - acting as manager to our Client Service Specialist Team.; ; 8945 N Meridian, , Indianapolis, IN, 46260; Not Investment-Related; 10/01/2022; 40 to 59 hours per month; 20 to 39 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-29 |
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