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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-02-10 |
Branch Locations
333 Bridge St Nw Ste 205, Grand Rapids, MI 49504 • United States
Grand Rapids, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Grand Rapids | MI | 10/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Grand Rapids | MI | 11/2016 | 02/2023 |
| Ameriprise Financial Services | Grand Rapids | MI | 02/2023 | 02/2023 |
| Ameriprise Financial Services, Llc | Grand Rapids | MI | 03/2020 | 03/2020 |
| Ameriprise Financial Services, Llc. | Grand Rapids | MI | 02/2023 | Present |
Board of Directors; Forest Hills Presbyterian Church; Chair - Finance Committee; 7495 Cascade Road, , Grand Rapids, MI, 49546; Not Investment-Related; 04/12/2018; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 1992-08-05 |
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